Comment by hedora

13 hours ago

I do too, and pay $200/month, but anthropic’s margins on that revenue are negative.

What’s the long term plan? Make it up on margin? 100% tariffs on Chinese open weight models?

I don’t plan on pulling from my 401k for decades, so the long term plan is the part I care about.

Enterprises are paying API prices, which are ~9x the price of the plan for the same usage. A lot of people on the plans are not maxing them out either.

Why would Anthropic margin's be negative? Inference is practically free for them, so what costs do they have for an additional subscription?