Comment by cortesoft
3 hours ago
It’s crazy how different the credit cost and subscription cost are.
With the $200 subscription, I can have Fable on ultracode working for hours and not dent the usage limits.
3 hours ago
It’s crazy how different the credit cost and subscription cost are.
With the $200 subscription, I can have Fable on ultracode working for hours and not dent the usage limits.
yeah, i tried out GLM-5.2 when the news was all full of hype for that, and it's fine... definitely better value that API rates for claude. but comparing the value i got from that to the value i get from a claude max subscription... claude is way cheaper.
VCs are footing the bill for that $200 subscription.
The $200 sub is customer acquisition cost to hook devs that then become the marketing team trying to get their company to bring in Claude (at the highly profitable API price).
They have something like 80% gross margins, are at a $100B/yr ARR, and are growing at 10x per year... If that keeps up, they're going to be doing more revenue than Google in a year ($400B ARR, 20% per year growth)
How can you sanely project the last 12 months forward? We have seen a huge uptick in usage. Last summer AI was a toy to most devs, now every enterprise developer I talked to uses it every day. Coding agent providers are surely going to hit market saturation in the near future.
1 reply →
At last, a valid usecase for VCs.
i'll take it, just hope they dont rugpull us soon. im sure its coming