Comment by nl
6 hours ago
> Plus I think most people using agents for coding are using subscriptions which they are definitely not profitable in.
Where on earth do people get this idea? Subscriptions that are based around obscure, vendor defined "credits" are the perfect business model for vendors. They can change the amount you can use whenever they want.
It's likely they occasionally make a loss on some users but in general they are highly profitable for AI companies:
> Anthropic last month projected it would generate a 40% gross profit margin from selling AI to businesses and application developers in 2025
and
> OpenAI projected a gross margin of around 46% in 2025, including inference costs of both paying and nonpaying ChatGPT users.
Both of those companies are losing hella money, dude just cuz they say they “expect” to be profitable doesn’t mean they are.