Comment by nightski
3 days ago
It's fine, their moat is thin. Frontier models as a service isn't really in the best interest of anyone anyways. Only a matter of time.
3 days ago
It's fine, their moat is thin. Frontier models as a service isn't really in the best interest of anyone anyways. Only a matter of time.
Are you arguing that eventually a competitor will emerge that does support OpenClaw with a subscription model? Wouldn’t that just be more expensive for the exact same reason Anthropic is banning it?
OpenAI have literally gone out of their way to explicitly support this sort of thing. As they did with OpenCode.
Honestly, this just looks like what Dylan of SemiAnalysis suggested on Dwarkesh – that they've massively under-provisioned capacity / under-spent on infrastructure.
That would honestly be a comforting answer if true, because I would gladly take 'we can't afford to do this right now' over 'we are self-preferencing, and the FTC should really take a look at us, even if we're technically not a monopoly right now, since we're the only strongly-instruction-following model in town and we clearly know it'.
OpenAi is burning cash to stay relevant aiui, i.e. they will keep subsidizing
You can use these tools with most providers today, just no subscription plan. If you have enough spend, you can likely get bulk deals
> we are self-preferencing, and the FTC should really take a look at us, even if we're technically not a monopoly right now
Tell me you have zero clue what a monopoly is or what the law is, without telling me.
Monopoly law relies on broad categories, not narrow ones. You can’t call Microsoft a monopoly because they are the only company that makes Windows. You can’t call Amazon a monopoly because they are the only company that makes AmazonBasics. You can’t call Anthropic a monopoly because their product is 20% better for your use case, otherwise by definition no company has any incentive to do a good job at anything.
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Some of the Chinese labs with cheaper per token costs do support it, like say minimax: https://agent.minimax.io/max-claw
I haven't tried it to see if it's any good but it's $20/mo.
Doesn't OpenAI allow this today?
It's a good way to win market share and build goodwill, but one has to wonder whether this class of usage is marginally profitable for them (or anyone) and how sustainable their lenient policies will be for them long term.
Kimi seems to support this with their 39 usd a month plan.
You mean whether another competitor will emerge? Right now we have OpenAI.
The real threat that Anthropic sees as real competitors in the long term, are the AI labs building open weight models, especially the AI labs in China.
I agree, eventually the open models will be good enough and we can pay for our own infra and cut out the middle man. Also, the smaller frontier are nearly as good today and I expect the mega models will be used primarily for distillation