This article is hilariously flawed, and it takes all of 5 seconds of research to see why.

Alibaba is the primary comparison point made by the author, but it's a completely unsuitable comparison. Alibab is closer to AWS then Anthropic in terms of their business model. They make money selling infrastructure, not on inference. It's entirely possible they see inference as a loss leader, and are willing to offer it at cost or below to drive people into the platform.

We also have absolutely no idea if it's anywhere near comparable to Opus 4.6. The author is guessing.

So the articles primary argument is based on a comparison to a company who has an entirely different business model running a model that the author is just making wild guesses about.

What? Aws is a good comparison if you want only infra level costs which is what the post is talking about.