1. Subsidios y Pérdidas en Planes de Suscripción.
Numerosos comentarios sugieren que Anthropic está subsidiando fuertemente sus planes de suscripción, especialmente para usuarios intensivos, lo que genera pérdidas significativas. Se estima que el costo real del servicio para estos usuarios supera con creces lo que pagan mensualmente.
- If anthropic has any significant percent of users like me signed up for their fixed price plans, i dont see how they arent incinerating cash.
- I sincerely doubt that anthropic would be pricing api at a loss given the uptake. But they were almost certainly pricing monthly users at a loss.
- Anthropic and openais subscription businesses are subsidized to the point that their users are spending 5 to 20 in tokens for every 1 of subscription.
- It is estimated that every 200 dollar subscription anthropic has loses them 500 dollars, and i dont see people paying 500 dollars for a service theyre already paying 200 for.
- Anthropic is subsidizing promax subscriptions to the point theyre burning 8x-13.5x their fees in tokens.
2. Rentabilidad del API y Transición a la Facturación por Uso.
A diferencia de las suscripciones, la API de Anthropic se percibe como una fuente de ingresos rentable, con márgenes significativos. La empresa está implementando un cambio hacia la facturación basada en el uso, especialmente para clientes empresariales, buscando un modelo más sostenible.
- I also think anthropic sells their api inference with super premium, partly to justify the rate limits for their plans and keep overall demand under control. There is no way this part is not profitable imho.
- The actual takeaway here, is that anthropic is surcharging retail api costs by a factor of about 20x. Which definitely makes lots of business sense!
- Anthropic switches to usage billing for enterprise customers anthropic has reportedly begun charging enterprise customers based on their levels of ai use.
- The underlying truth? flat-rate ai subs are likely loss-leaders. Anthropic cant afford power users burning millions of tokens on a fixed monthly fee. Were seeing the inevitable pivot to per-token billing as the only sustainable path forward.
- Anthropic is the only ai company pricing its tools realistically, anticipating a potential correction in the inflated demand for ai. While other companies focus on token consumption, anthropic is shifting towards pertokenbilling, reflecting actual usage and encouraging efficiency.
3. Desafíos de Capacidad y Experiencia del Usuario.
Anthropic enfrenta problemas de capacidad de cómputo, lo que lleva a la manipulación de la eficacia del modelo, límites de uso y una percepción de degradación del servicio. Esto genera frustración entre los usuarios, quienes reportan un rendimiento decreciente y problemas de soporte.
- I dont think things are fine for anthropic, but imo its a capacity problem, not a finances one. They likely dont have enough compute to meet inference demand, so theyre reducing subscription capacity during e.g. Peak hours to free up capacity.
- Anthropic also manipulates customers with varying model efficacy and rate limits that are beyond unsustainable.
- A lot of the thread focused on the feeling that anthropic is incentivized to maximize token consumption while keeping pro plan limits tight. Several commenters argued that the service feels like it is getting more expensive while performing worse.
- Anthropic is currently facing capacity constraints due to demand, but i question whether demand means more business, because the company isnt turning away users, and only appears to be making its service worse for those that pay.
- Frustration mounts as customers face delays in support! a month without response from anthropic regarding billing issues raises questions about customer care.
4. Competencia y Sostenibilidad del Modelo de Negocio.
La posición de Anthropic en el mercado se ve desafiada por la competencia de modelos de código abierto y otros proveedores. La sostenibilidad de su modelo de precios actual, especialmente con los subsidios, es cuestionada, y se anticipa que los usuarios podrían migrar a opciones más económicas si los costos aumentan.
- The cost to anthropic is kind of irrelevant. The fact that they have a monopoly on the most useful model as of right now and can essentially charge whatever they want is the concerning part.
- That seems plausible, and the moment it happens the bottom drops out for anthropic imho. Doesnt matter how good your model is when the low end is good enough and the cost per token differential is sufficiently dramatic.
- While anthropic is being realistic the author of the article is incorrect in assuming that anthropic will still be standing at the end. What will happen is that the users will switch to the cheapest service. Those being realistic about price will be the first to fail.
- Openai and anthropic have trained customers to use a monthly subscription that lets them burn as many tokens as they want within a vague limit. Doing so means that raising prices will be difficult to impossible, and churn will be brutal.
- If anthropic can serve it at 500 and cursors looking at 5k, what stops anthropic from just undercutting every reseller once theyve got enough direct users?