Comment by martinald
1 day ago
It's a fair point, but I think people are thinking too much about 'cost' and 'subsidies' and just the fact that everyone is so compute stretched.
While it's sort of the same thing, I think it's much more a symptom of not enough compute vs some 'dump cheap tokens' on the market strategy.
One related thought I had was that given OpenAI is the only one _not_ doing this of the big3, it probably indicates they have a lot more spare compute.
It doesn't make sense to me that given the absolutely brutal competition any of these companies would block use of 3rd party apps unless they had to. They clearly have enough cash, so I don't think it's about money - I think it's that an indicator that Google and Anthropic are really struggling with keeping up with demand. Given Anthropics reliability issues last week this does not surprise me.
I agree with all this.
I would add though that many are also being caught up in antispam efforts.
I.e. that for every legimate OpenClaw user doing something trivial with their account misusing the sub. There is probably 10x using it to send spam emails and spam comments.
I suspect from googles perspective some of these people are just a rounding error.
That said I use API where I should and the sub in the first party apps. Perhaps I'm too much of a goody two shoes but AI already feels such an overwhelming value prop for me I don't care.
That said I think you're right in that money matters here but I think the subs as they intend people to use them is hugely profitable i.e. the people doing 10 chats per work day and a few in the evening but paying £20 per month.
> One related thought I had was that given OpenAI is the only one _not_ doing this of the big3, it probably indicates they have a lot more spare compute.
Or, pessimistically, it could indicate they’re burning cash hoping the subsidized access will eventually result in someone giving them a product idea they can build and resell at a profit.
If they let *claw (or third party coding agents, or whatever) run for six more months and in those months figure out how to sell a safe substitute and then cut off access, maybe it will have been worth it.