| ▲ | jesse_dot_id 6 hours ago |
| There seem to be a ton of people who don't understand how subscription services work. Every single one of them oversells their capacity. The power users that use the services a lot are subsidized by those who don't use it as much, which tends to be the vast majority of the user base. OpenClaw is an autonomous power user. The growing adoption of this walking attack surface was either going to A) cause the cost of Claude to go up or B) get banned to protect the price of the service for actual users. |
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| ▲ | manmal a minute ago | parent | next [-] |
| Come on, someone on a Max account has a reason why they are paying $200. I bet many are at least often near the weekly limit, or they‘ll downgrade. |
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| ▲ | goosejuice 5 hours ago | parent | prev | next [-] |
| What you're saying is conceptually true for subscription services in general, but thats not why they are making this change. There's a 5 hour limit and a weekly limit. Those are hard token limits. Everyone on a plan pays for the max set of tokens in that plan. The limits manage capacity. The solution to that isn't a change of ToS, it's adjusting the limits. In other words this is about Anthropic subsidizing their own tools to keep people on their platform. OpenClaw is just a good cover story for that. You can maximize plans just as easily w/ /loop. I do it all the time on max 20x. The agent consuming those tokens is irrelevant. For what it's worth I don't use OpenClaw and don't intend to, but I do use claude -p all the time. |
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| ▲ | jmalicki 5 hours ago | parent | next [-] | | You aren't paying to be using that limit all of the time. You are paying to be using that limit some of the time. There are 5 hour windows when you are sleeping and can't use it. There are weekend limits. Theoretically you can max out every 5 hour window, but they lose money on that. It's structured so users can have bursts of unlimited usage, and spend ~15% of the theoretical max cap, and that's still cheaper than a subscription for that user. An OpenClaw user can use 6, 7, 8 times what a human subscriber is using. | | |
| ▲ | daynthelife an hour ago | parent | next [-] | | > Theoretically you can max out every 5 hour window, but they lose money on that. No, there is a weekly limit as well. Maxing out a single 5h window uses ~10% of the weekly limit | | | |
| ▲ | teekert an hour ago | parent | prev | next [-] | | I've met people that fill a box of sushi to take home at the end of their “all you can eat” session because “they paid for it”. Shrug. | | | |
| ▲ | lherron 2 hours ago | parent | prev | next [-] | | I think maybe you are not familiar with what /loop and the Claude cron tools do. https://code.claude.com/docs/en/scheduled-tasks | | |
| ▲ | gregjw an hour ago | parent [-] | | I need a hypothetical use case for things like this, I don't get how so many people have so much desire for use of features like this. |
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| ▲ | 5 hours ago | parent | prev | next [-] | | [deleted] | |
| ▲ | j45 5 hours ago | parent | prev | next [-] | | Efficient token use will be the new code/vim golf. Whether it's human token use, or future OpenClaws | | |
| ▲ | xtracto 5 hours ago | parent | next [-] | | I've mention before that we should have a look at Telegraph/telegram speak. There was a HUGE industry in word efficiency at that time. There are hundreds of books. I even think an LLM trained to communicate using telegram style might even be faster and way cheaper. | | |
| ▲ | djfergus 2 hours ago | parent | next [-] | | Reminds me of the terminus agent/harness on the terminal-bench coding benchmark - they just send send keystrokes to a tmux session. They score pretty well. https://www.tbench.ai/news/terminus | |
| ▲ | mannicken 4 hours ago | parent | prev | next [-] | | > I've mention before that we should have a look at Telegraph/telegram speak. .- -. -.. / .. --..-- / ..-. --- .-. / --- -. . --..-- / .-- . .-.. -.-. --- -- . / --- ..- .-. / -. . .-- / - . .-.. . --. .-. .- -- -....- -... .- ... . -.. / --- ...- . .-. .-.. --- .-. -.. ... | |
| ▲ | quietsegfault 3 hours ago | parent | prev [-] | | Why use many word when few do trick? |
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| ▲ | reilly3000 5 hours ago | parent | prev | next [-] | | It’s the new cloud cost vector, where cutting 2K from context on a busy service saves $xxxxx. Terse. | |
| ▲ | xvector 4 hours ago | parent | prev [-] | | No org doing real work cares about token use costs. This mainly just affects hobbyists. |
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| ▲ | jen20 3 hours ago | parent | prev | next [-] | | > You aren't paying to be using that limit all of the time. The erosion of the norm of things doing what they advertise rather than being weasel-worded BS is particularly unfortunate, and leads to claims like this. | |
| ▲ | dimmke 4 hours ago | parent | prev | next [-] | | I feel like Anthropic is going down a bad path here with billing things this way. Especially as local LLM continues to develop so fast. I downgraded from my $200 a month plan to my $20 plan and hit limits constantly. I try to use the API access I purchased separately, and it doesn't work with Claude Code (something about the 1 million context requiring extra usage) so I have to use it Continue. Then I get instantly rate limited when it's trying to read 1-2 files. It just sucks. This whole landscape is still emerging, but if this is what it's like now, pre enshittification, when these companies have shitloads of money - it's going to be so much worse when they start to tighten the screws. Right now my own incentive is to stop being dependent on Claude for as much as I can as quickly as I can. | | |
| ▲ | harrall 4 hours ago | parent | next [-] | | This is how free drink refills, airplane tickets, Internet service, unlimited data plans, insurance, flat rate shipping, monthly transit passes, Netflix, Apple Music, gym memberships, museum memberships, car wash plans, amusement park passes, all you can eat buffets, news subscriptions, and many more work. Either you get a flat rate fee based on certain allowed usage patterns or everyone has to be billed à la carte. | | |
| ▲ | dimmke 4 hours ago | parent | next [-] | | This is a different case - those all have limitations based on human behavior (it's not necessary or possible to constantly be washing your car the entire month when you pay for unlimited washes) - that doesn't exist here. The types of plans available should reflect that reality. If gyms faced a situation where people would go and spend 18 hours working out every day for a month, they would probably change how they billed things. Your comparisons are all also "unlimited" situations to Claude's very much limited situation. You can't buy a plan for Claude that is marketed as being unlimited. They're already selling people metered usage. They're just also adding restrictions on top of that. | | |
| ▲ | coldtea 4 hours ago | parent | next [-] | | They sell metered usage while having the implied expectation that most wont use it fully. Power users and users of stuff like OpenClaw don't match that idea. So they further restricted the metered caps, which were only offered to NOT be reached by that many. Simple as that. | | |
| ▲ | dimmke 4 hours ago | parent [-] | | >Power users and users of stuff like OpenClaw don't match that idea. Then they should figure out how to structure an offering that accommodates this type of usage not just blanket ban it | | |
| ▲ | 16 minutes ago | parent | next [-] | | [deleted] | |
| ▲ | satvikpendem 4 hours ago | parent | prev | next [-] | | Why "should" they? There's no reason they would especially when their competitor now owns OpenClaw. | | |
| ▲ | dimmke 4 hours ago | parent [-] | | Because a big part of Anthropic's story is that they build based on how people actually use AI. Power users aren't just annoying edge cases, they're signal. Throttling them and calling it done is inconsistent with that. | | |
| ▲ | satvikpendem 3 hours ago | parent | next [-] | | Sorry to tell you but generally any company's "story" is all marketing and PR, if it interferes with their making money, which it does in this case, that company will not hesitate to leave it behind. | |
| ▲ | bergheim 2 hours ago | parent | prev [-] | | Oh the billion bollar vc backed pre ipo companys story was this? Omg and they somehow are not delivering up to your standards? Damn they better get their act together lest people like you will whine on twitter about them losing their way |
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| ▲ | guiambros 2 hours ago | parent | prev | next [-] | | They did: just use the metered API. | |
| ▲ | what 4 hours ago | parent | prev [-] | | They did figure out how to structure an offering that accommodates that type of usage: pay for your tokens. |
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| ▲ | fluoridation 4 hours ago | parent | prev | next [-] | | >If gyms faced a situation where people would go and spend 18 hours working out every day for a month, they would probably change how they billed things. Not the best example. The upkeep cost of a gym is pretty flat regardless of how much people use the facilities. Two people can't use a single machine at the same time make it wear out twice as fast. The price of memberships is not correlated to usage, it's inversely correlated to the number of memberships sold. | | |
| ▲ | dimmke 4 hours ago | parent [-] | | >Two people can't use a single machine at the same time make it wear out twice as fast The machine doesn't care about the number of people using it. If it's constantly being used, it will wear out faster. You are conflating "we price based on expected under-utilization" with "costs don't scale with usage." Those are different things. The inverse correlation you talk about isn't relevant here - People buy gym memberships intending to go, feel good about the intention, and then don't follow through. The business model is built on that gap. That's pretty specific to fitness and a handful of similar industries where aspiration drives purchase. Anthropic doesn't sell based on a "golly gee I hope people dont use this" gap - they sell compute. Different business. | | |
| ▲ | fluoridation 3 hours ago | parent [-] | | >If it's constantly being used, it will wear out faster. Yeah, but there's an absolute limit to that, beyond which the cost doesn't keep increasing. Beyond that point, the QoS goes down (queues). >You are conflating "we price based on expected under-utilization" with "costs don't scale with usage." I'm not conflating anything, I'm responding to what you said: >If gyms faced a situation where people would go and spend 18 hours working out every day for a month, they would probably change how they billed things. Why would a gym need to change how they bill things if all their customers were aiming for maximal utilization, when their costs would barely see any change? I doubt your typical gym operates on razor-thin margins. | | |
| ▲ | dimmke 3 hours ago | parent [-] | | Gym costs absolutely scale with usage. Equipment wears faster under heavier use. Cleaning and maintenance staff hours scale with how much the facility is used. Consumables like towels, soap, and chalk go faster. HVAC runs harder. The reason gyms can offer flat-rate pricing is that they bet on under-utilization, not that costs are flat. Setting that aside, even if we accept your argument that gym costs barely scale with usage, then that makes gyms a bad comparison case for Anthropic, whose costs directly scale with usage. You can't use the gym model to defend Anthropic's pricing decisions if the two cost structures are nothing alike. I'm arguing that both gyms and Anthropic have usage costs that scale with usage, but gym business model assumes a large margin of under-utilization and there's a hard cap to "power user" - I think both of those extremes don't apply to Anthropic's situation. Under-utilizers aren't paying for AI they have a free tier. There's also a natural ceiling on how much any one person can use a gym. There's no equivalent constraint on API usage. | | |
| ▲ | fluoridation 3 hours ago | parent [-] | | >You can't use the gym model to defend Anthropic's pricing decisions if the two cost structures are nothing alike. Am I? I think you read something into my comments that I didn't write. |
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| ▲ | jyrkesh an hour ago | parent | prev [-] | | "Unlimited" has always been a lie. There is no free lunch. There are always limits. I've had to unwind "unlimited" within startups that oversold. I've been bit by ISPs, storage providers, music streamers, fuckin _Ubers_, now AI subscription services, that all dealt in "unlimited". None of them delivered in the long run. I'd be mad at Anthropic if it weren't for the fact that my experience now can see this sort of thing from a mile away. There are a lot folks, even on HN, that haven't been around for as long. I understand the outrage. I've been there. But these computers cost money to run, and companies don't operate at a loss in the fullness of time. Once you know that unlimited trends towards limited, the real question is whether we're equipped as a society to deal with the fact that the capital-L Labor input to the economic equation is about to be replaced with a Capital input for which only a handful of companies have a non-zero value. |
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| ▲ | taneq 4 hours ago | parent | prev [-] | | The commons? Tragic. |
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| ▲ | boppo1 4 hours ago | parent | prev [-] | | >Especially as local LLM continues to develop so fast. I'm sorry is there anything even close to sonnet, much less opus, that can be run on a 4080? Or 64gb of ram, even slowly? | | |
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| ▲ | mech422 4 hours ago | parent | prev | next [-] | | you can write automated MCP tools that run within claude code, and could theoretically generate as high a load as any other automated/3rd party agent. You can also do loops that burn tokens incredibly fast. This is allowed with no caveats (I use MCP's basically to test what I'd like to try with the API...) So this explanation just seems a lil hollow. | | |
| ▲ | PlasmaPower 4 hours ago | parent | next [-] | | Yes, but very few people are actually doing that compared to OpenClaw. If everyone else was doing that, they'd be cracking down on it too. | |
| ▲ | alwa 2 hours ago | parent | prev | next [-] | | When you can’t enforce everything at once, you go where the most acute problems are. I imagine when your MCP avenue of abuse catches on—like this other category of harnesses did—to such a scale as to become a problem impacting us folk trying to go about our business… when that’s where the problems shift, I imagine (and hope) Anthropic will crack down on that vector too. To keep the service usable for us ordinary meatbags. I’m glad they give us the leeway to experiment, and I’m also glad they weed the garden from time to time. To switch metaphors, I’m deeply frustrated when my very modest, commuter-grade use gets run off the figurative highway by figurative hot-rodders. It’s been extra-529y this week, and it’s about time they reined it in a little. You’re always welcome to pay-as-you-go for as many tokens as you’d like to burn on their infrastructure… or to compute against any of the wide array of ever-improving open models on commodity compute providers… | | |
| ▲ | mech422 2 hours ago | parent [-] | | >>when your MCP avenue of abuse catches on Thats an interesting way of phrasing it - so is there a way to use the quota that's not 'abuse'? MCP/claude code seems to be want they want you to use it - are loops or ralph abuse as well ? | | |
| ▲ | Leynos 3 minutes ago | parent [-] | | It's not difficult at all to burn through your weekly limit just writing code. |
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| ▲ | fyrecean 3 hours ago | parent | prev | next [-] | | While you can write an automated tool to consume all their tokens, I strongly suspect most users, like myself, are not doing that. So even if Anthropic loses money on a power user, they profit overall and keep public sentiment high by not alienating users with restrictions. It's an optimization problem of making a profit off the average used while staying low enough to attract customers, even if that means some users cost more than they pay. More users spinning up OpenClaw means that balance starts to shift towards more users maxing their tokens, thus the average increases, so I think their explanation makes sense still. | | |
| ▲ | mech422 2 hours ago | parent [-] | | >>So even if Anthropic loses money on a power user, they profit overall and keep public sentiment high by not alienating users with restrictions So they profit overall if I use all my tokens either way? Again, I understand usage limits - I just don't understand why some usage is 'good' and some 'bad' if I'm using the same either way. >>More users spinning up OpenClaw I'm pretty sure that's a small percentage of overall users, and probably skewed towards the very people that would be recommending/implementing you model for work/businesses. Seems like that would be the group you are encouraging/cultivating ? |
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| ▲ | mvdtnz 2 hours ago | parent | prev [-] | | Anthropic is much more concerned about what people are ACTUALLY doing than what they could, in theory, be doing. |
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| ▲ | stavros 5 hours ago | parent | prev | next [-] | | How can an OpenClaw user use 6 times what a human subscriber is using when I'm four hours into the week and 15% of my weekly limit is already used up, just by coding? OpenClaw can't use 600% of my weekly limits. | | |
| ▲ | coldtea 4 hours ago | parent | next [-] | | >How can an OpenClaw user use 6 times what a human subscriber is using when I'm four hours into the week and 15% of my weekly limit is already used up, just by coding? Perhaps because your Claude agent usage is not representative of the average user, and closer to the average OpenClaw user levels... | |
| ▲ | echelon 4 hours ago | parent | prev [-] | | Without data, this is just a bunk excuse to defend the walled garden practices. With data, it's an engineering target. They could just 429 badly behaved clients. | | |
| ▲ | stavros 4 hours ago | parent [-] | | They already 429 everyone! That's the crazy thing. They already have strict limits that we all keep hitting regularly. |
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| ▲ | goosejuice 5 hours ago | parent | prev [-] | | > Theoretically you can max out every 5 hour window, but they lose money on that. Then it's not priced correctly. As I said, you can do all of this without OpenClaw.. claude code ships with everything you need to maximize the limits. | | |
| ▲ | Yokohiii 4 hours ago | parent | next [-] | | It is priced incorrectly, but that is intentional. You can't create a tiered paid plan for the whole world that fits everyone. You can't create nuanced extra plans to satisfy all the outliers. It's an bet to keep the customers and still having a good margin.
Think of ecom, returns are a big struggle for any large company because they are unpredictable and subject to abuse, shipping fees are just an sophisticated guess to cover that cost. Not a subscription, same mechanics.
The only thing here to criticize is, if it's a good thing to make everything a subscription and disguise the real cost. | | |
| ▲ | fluoridation 4 hours ago | parent [-] | | >You can't create a tiered paid plan for the whole world that fits everyone. I mean, you can. Electricity is already sold that way. Subscribers with uncharacteristic usage spikes don't get blackouts, they get a slightly larger bill, and perhaps get moved up a tier. | | |
| ▲ | Yokohiii 3 hours ago | parent [-] | | Very valid. My comment was fixated around the fact that big tech has the addiction to have subscriptions for everything. It's common that you provide generic subscription plans for the masses and supply "call us" custom plans for the specific (usually corporate) needs. If anthropic doesn't provide that or vibe coders are too cheap to do that, then those are issues, but the subscription models are itself valid. It is certainly misleading to a degree, but we've stopped complaining about this a while ago. | | |
| ▲ | fluoridation 3 hours ago | parent [-] | | It's pretty stupid because as others in this thread have pointed out it's already not a flat plan. Even from their side it makes zero sense to bill things this way rather than based on usage. It's not like a VPS where your VM shares the hardware, which consumes electricity more or less regardless of what you use the machine for. | | |
| ▲ | Yokohiii 3 hours ago | parent [-] | | Those yottabytes of VRAM are also consuming electricity constantly. | | |
| ▲ | fluoridation 3 hours ago | parent [-] | | The difference being that an LLM request is not an operating system. Since they're compartmentalized and ephemeral, you can very easily distribute requests among your available hardware so that you can switch off machines during periods of low activity. | | |
| ▲ | jmalicki 3 hours ago | parent [-] | | Your capital costs for buying those machines don't go away. | | |
| ▲ | fluoridation 2 hours ago | parent [-] | | That's a problem that already exists in power generation and delivery, and it's already been solved. Bills are sums of fixed terms and variable terms. | | |
| ▲ | Yokohiii an hour ago | parent [-] | | Custom payment schemes are late stage profit generation. It requires hoards of salespeople or an AI that can actually do math. It's just how hyperscaling works. You are not wrong, but in the wrong timeline. | | |
| ▲ | fluoridation 4 minutes ago | parent [-] | | I'm not talking about custom, negotiated service contracts, I'm talking about simply charging people for what they use. |
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| ▲ | brookst 5 hours ago | parent | prev [-] | | No, it is priced correctly. Just because outliers can be money-losing doesn’t mean you should raise the price for everyone. | | |
| ▲ | goosejuice 5 hours ago | parent [-] | | > Just because outliers can be money-losing doesn’t mean you should raise the price for everyone. If they are losing money then it's not priced correctly. That's what I responded to. Yes, subscriptions work as you say. Plenty of people under utilize subscriptions from prime, to credit cards, to netflix. But if they lost money overall, they too would raise prices. Because that's how economics works. Shortage of capacity, high demand, raise prices until equilibrium. There's other knobs beyond ToS. They just didn't choose those options. | | |
| ▲ | jmalicki 4 hours ago | parent [-] | | Yes, they chose the knob of ToS, because that was the way to price it correctly. | | |
| ▲ | goosejuice 4 hours ago | parent [-] | | The market will determine if it was the correct choice. I don't think it's an obviously bad choice on their part. |
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| ▲ | Nevermark 4 hours ago | parent | prev | next [-] | | > Everyone on a plan pays for the max set of tokens in that plan. From Anthropic's perspective, everyone pays to be in bins with a given max. And to everyone's benefit, there is a wide distribution of actual use. Most people pay for the convenience of knowing they have a max if they need it, not so they always use it. So Anthropic does something nice, and drops the price for everyone. They kick back some of the (actual/potential) savings to their customers. But if everyone automates the use of all their tokens Anthropic must either raise prices for everyone (which is terribly unfair for most users, who are not banging the ceiling every single time), or separate the continuous ceiling thumpers into another bin. That's economics. Service/cost assumptions change, something has to give. And of the two choices, they chose the one that is fair to everyone. As apposed to the one that is unfair (in different directions) to everyone. | | |
| ▲ | goosejuice 3 hours ago | parent | next [-] | | Yes, mostly what I'm saying, but forgetting the important part: From the email:
> but these tools put an outsized strain on our systems. Capacity is a resource we manage carefully and we need to prioritize our customers using our core products OpenClaw doesn't put an outsized strain on their systems any more than Anthropics own tools. They just happen to have more demand than they can serve and they benefit more when people to use their own tools. They just aren't saying that explicitly. It has nothing to do with fairness or being nice. | | |
| ▲ | aenis 2 hours ago | parent [-] | | If this was a gym subscription, it would be an equivalent of some people going to the gym, and some people sending their android to the gym every day, for the whole day, and using as much equipment as the gym policy allows. | | |
| ▲ | chii 33 minutes ago | parent | next [-] | | > using as much equipment as the gym policy allows. which said customer paid for. And now they want to back out of it because it turns out they thought users wouldn't do that. I say they ought to be punished by consumer competition laws - they need to uphold the terms of the subscription as understood by the customer at the time of the sign up. | |
| ▲ | goosejuice an hour ago | parent | prev [-] | | It would be like some people sending the gym's competitor's android to the gym instead of the android the gym provides. Said gym also doesn't have enough equipment for everyone's gym appointed android despite being more expensive. Said gym doesn't want to admit this, nor does it want to raise prices on an already more expensive subscription. Said gym doesn't want competitor's android to gain marketshare. Said gym blames competitor's android for using up gym equipment despite gym's own android being capable of using as much equipment. |
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| ▲ | chii 35 minutes ago | parent | prev [-] | | > there is a wide distribution of actual use except when people start using openclaw, and the distribution narrows (to that of a power user). I hate companies that try to oversell capacity but hides it in the expected usage distribution. Same goes for internet bandwidth from ISP (or download limit - rarer these days, but exists). Or airplane seats. Or electricity. |
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| ▲ | philistine 3 hours ago | parent | prev | next [-] | | You guys are arguing on the reality of a subscription, but Anthropic still resides in the coocoo make-up world of growth at all costs backed up by unfathomable investments. They're not acting rationally by trying to present a good product with reasonable backend fundamentals. They're just trying to maintain the money loss to what they have set aside for the quarter. OpenClaw was not planned for, and thus must be fought. | |
| ▲ | hombre_fatal 5 hours ago | parent | prev | next [-] | | The trade-off is that if you set your usage limits so that you can handle the case where everyone is saturating their limit at all times, then (1) the usage limits would be too small and (2) you're optimizing for a usage pattern that doesn't exist and (3) you're severely underprovisioning, which is worse for everyone. Instead, you can prioritize people "earnestly" bursting to the usage limits, like the users who are actually sitting at their computer using the service over someone's server saturating the limit 24/7. The goal is to have different tiers for manual users vs automated/programmatic tools. Not just Anthropic, this is how we design systems in general. | | |
| ▲ | goosejuice 5 hours ago | parent [-] | | Well earnest here just means using Claude code directly or the Claude app. Both that just happen to support using tokens while you sleep! | | |
| ▲ | hombre_fatal 3 hours ago | parent [-] | | Defining earnest (placeholder word btw) is the hard part of the trade-off, though. When your least automated, most interactive users are competing for capacity with fully-automated tools, let's say, you're forced to define some sort of periphery between these groups. OpenClaw is a self-directed, automated loop that sits on a server. It's wowing its owner by shitposting on moltbook and doing any number of crazy stories you can find online that amount to "omg I can't believe my self-directed claude loop spent all day doing this crazy thing haha." On the other end of the spectrum is someone using Claude.app's interface. And then in the middle, you can imagine "claude -p" inside a CI tool that was still invoked downstream of a user's action. Still quite different from the claude loop. | | |
| ▲ | goosejuice 3 hours ago | parent [-] | | Claude code has /loop. Claude app has scheduled tasks. The leaked source has a proactive mode. I'm sorry but this framing just doesnt make sense. | | |
| ▲ | gbear605 3 hours ago | parent [-] | | Even with those tools, the usage of Claude Code with all of them turned on is going to trend much lower than OpenClaw usage. Everyone that I've seen with OpenClaw will intentionally waste tokens just to make sure they hit the cap, even if they're doing useless stuff with it. And it can be going 24/7, every minute constantly, while the intended purpose with scheduled tasks is to use them at a set rate but not nearly constantly. | | |
| ▲ | goosejuice 2 hours ago | parent [-] | | Definitely. They will see less usage. That's good for them because they have infra scaling issues that they don't care to admit explicitly. Their competitor will also get less telemetry (if they enable it). It's a win win. |
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| ▲ | priyanshujain an hour ago | parent | prev | next [-] | | Exactly your point. Anthropic is subsidizing their own tools to keep people on their platform. What's wrong with that? Tokens and these agents(Claude Code/cowork/claude.ai) are separate from model tokens, and they want to discount for their own product usage. The subscription they sell is a package of these products, not tokens. They never sell token subscriptions, so why do we need to relate tokens with the subscription? Fundamentally, they never meant to sell token usage in that subscription, similar to any other SaaS company trying to sell API usage. | | | |
| ▲ | mech422 4 hours ago | parent | prev | next [-] | | This is what I've been wondering about for a while now. I have the 20x plan as well, which I thought would allow me to try some API coding - but you get zero API usage. As you said, I would imagine where the token usage comes from is irrelevant - you are generating the same load whether you do it from claude code or some other agent. So it seems like the rules are more to do with encouraging claude code usage, rather then claude model usage. | | |
| ▲ | goosejuice 2 hours ago | parent [-] | | Claude code is still getting used by these agents. They banned the mimicry awhile ago and said claude -p was fine. OpenClaw just happens to also get telemetry, of probably higher value, out of the same tokens. It also happens to be owned by their competitor. edit: I'm wrong OpenClaw surprisingly doesn't collect telemetry. Good for them. |
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| ▲ | CubsFan1060 5 hours ago | parent | prev | next [-] | | I don’t really follow what you’re saying. You mention the 5 hour limit. Is your expectation that they have enough capacity so that everyone can hit their 5 hour limit all the time? Or you are proposing that’s how they limit capacity for a subscription? Do you have an example of how this is how they have advertised or sold the plan? I don’t recall ever seeing any advertisement that their plan is simply pre paying for tokens. | |
| ▲ | felipeerias 5 hours ago | parent | prev | next [-] | | If they bundled together these two radically different usage patterns, either the service would become more expensive or the limits would become a lot tighter, in both cases making Claude Code far less attractive to professional users. | |
| ▲ | brookst 5 hours ago | parent | prev | next [-] | | > The agent consuming those tokens is irrelevant. This is so wrong. The subscription is to Claude (the app, Claude code, etc) not the API. Anthropic subsidizes Claude code because they collect a ton of super useful telemetry and logs so they can improve… Claude code. Wanting to pay for a subscription to Claude and treat it like an API discount is like going to an all you can eat buffet and asking them to bring unlimited quantities of raw ingredients to you so you can cook at home. Ok, not a perfect analogy, but you get the idea. | | |
| ▲ | 4 hours ago | parent | next [-] | | [deleted] | |
| ▲ | goosejuice 5 hours ago | parent | prev [-] | | > Anthropic subsidizes Claude code because they collect a ton of super useful telemetry and logs so they can improve… Claude code. You just paraphrased my argument |
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| ▲ | guelo 2 hours ago | parent | prev | next [-] | | How many tokens does the $20/month buy me? I want to know what those hard token limits are but they refuse to tell me. I'm pretty sure they've reduced those limits the last week but they won't admit it. It feels like a scammy pricing model. | | |
| ▲ | goosejuice an hour ago | parent [-] | | I agree, I think consumers appreciate transparency. | | |
| ▲ | fabbbbb 28 minutes ago | parent [-] | | To some degree sure, is it about the number tokens you can max out? I’m pretty happy knowing that it supports my development workflow for a week. Recent features like the Code Desktop built in browser, Cowork with Claude in Chrome and remote control matter to me way more than the number of tokens. But that’s me. Depends on their targeted ICP also, which they are free to define. Is it those users maxing out tokens for the buck? I have the feeling there’s even better alternatives on the market right now. |
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| ▲ | 2 hours ago | parent | prev | next [-] | | [deleted] | |
| ▲ | paulddraper 4 hours ago | parent | prev [-] | | Exactly. Subscriptions are crazy subsidized. So you can’t use OpenClaw, OpenCode, etc. because they take you outside their applications/lock in and their ability to easily monetize in the future. |
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| ▲ | JasonHEIN 15 minutes ago | parent | prev | next [-] |
| Err, yeah, you should neither do any web scraping without respecting robots.txt, nor use ad blockers when using Google. When working with a business, never use Google Docs without paying them. Nah, that's not how the world works and at least not in the software industry. |
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| ▲ | muyuu 5 hours ago | parent | prev | next [-] |
| It's one thing to pay $5 or $20 per month, which although it's a substantial difference, people pay that much for the convenience of having stuff ready and available - and it's a completely different thing to pay $200 per month. People don't pay that much for occasional usage and many/most people will organise themselves to use all or most of their weekly allowance when the expense is in that ballpark. If Anthropic miscalculated the amount of tokens, or simply pushed too hard to capture market share, that is a costly mistake because people in this market are very sensitive to price hikes. They have to be honest about what they can offer for $200. Sure, people don't max their subscriptions but when they're large they make the best of it, or they will likely cancel it.
The typical subscription works well below capacity because it's cheap enough that the optionality may be worth it. $200 is not the typical subscription. |
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| ▲ | bottlepalm 16 minutes ago | parent | next [-] | | Anthropic didn't miscalculate anything. They calculated what they could charge/subsidize for humans, not automatons. Banning OpenClaw brings usage levels under control. If you had to pay for APIs yourself for any provider then you'd know that SOTA tokens are not cheap, and Claude Code for $100 is almost a too good to be true bargain for what you can get out of it. | |
| ▲ | rovr138 5 hours ago | parent | prev | next [-] | | >They have to be honest about what they can offer for $200 Their expectation must have been a human using the service at a human capacity. This is different from an automated agent orchestrating a ton of different agents at the same time doing a lot of things. There is a difference. | | |
| ▲ | dimmke 4 hours ago | parent | next [-] | | If people are finding new ways to use AI, they should change how they bill. Banning third party harnesses is bad for a lot of reasons - it looks like they're trying to force people to use their software. Strategically it might make sense - gives them a tiny moat if their models ever slip - but it discourages the breakneck pace of innovation and the long term effect is that their customers (largely highly skilled with computers and building software) will look to decouple themselves. Claude is good but it's not so far better than anything else that they can pull shit like this and people will just deal with it. They already have the regular subscription plans (Pro, Max) and a separate billing process for direct API usage. They could absolutely introduce another type of plan optimized toward this kind of usage or just accept that it's a dumb pipe that is being paid for and having these random arbitrary limitations is just making things more confusing and a bad plan for the future. | | |
| ▲ | gbear605 3 hours ago | parent | next [-] | | They already have the way that you're supposed to bill for usages like this, the API usage. The purpose of the subscription plan is strictly for the cases where you are using few enough tokens on average that it's not a money pit for them. | |
| ▲ | what 3 hours ago | parent | prev | next [-] | | They don’t need to change how they bill. Your subscription is for Claude app/code. Otherwise you pay per token. It’s always been this way. | | |
| ▲ | dimmke 3 hours ago | parent [-] | | Claude Code is a subscription tier explicitly designed for agentic, automated, heavy usage. So the 'subscriptions are for human use, API is for automation' line is already blurry by their own offerings. If the actual concern is use pattern, enforce that directly. What we have instead is metered usage + behavioral restrictions + product fragmentation across three separate offerings. That's not a clean billing philosophy, it's layers of control stacked on top of each other with no coherent logic tying them together. If subscriptions are for humans and API is for automation, fine. But then don't meter the human product arbitrarily and don't sell a subscription tier for automation while also restricting automation. Pick a lane. | | |
| ▲ | tomnipotent an hour ago | parent [-] | | > Claude Code is a subscription tier explicitly designed for agentic, automated, heavy usage Except it's not. It's a desktop, web, mobile, and CLI subscription product built on top of a usage-based API with a generous token allowance bundled with it. That generous allowance comes with the restriction that those tokens can only be spent through Claude product surfaces. Why would Anthropic offer their API at a loss and subsidize the profits and growth of other businesses? |
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| ▲ | bitwize 3 hours ago | parent | prev [-] | | Start paying by the token if you want to use these tools. Simple as. | | |
| ▲ | toraway 2 hours ago | parent [-] | | Even better: switch to Codex plus get better rate limits. I’m not a captive audience as much Anthropic would like to believe otherwise. |
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| ▲ | muyuu 4 hours ago | parent | prev | next [-] | | You are correct, but you don't need openclaw to batch your work. People will figure out ways to use their tokens at that fixed price. Sure there is a difference. It's like when most mobile companies wouldn't allow tethering because then people would actually use the service. You can try to stop that, but people will price in those inconveniences. They will simply learn that the fee pays for much less than the token limit and that the company is enforcing some unwritten limits by adding extra limitations to usage. We will see it play out. | |
| ▲ | lifeformed 3 hours ago | parent | prev [-] | | The whole industry is about robots telling robots what to do, why wouldn't they have expected automation? |
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| ▲ | jen729w 4 hours ago | parent | prev [-] | | > They have to be honest about what they can offer for $200. Isn't that exactly what they just did? |
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| ▲ | PostOnce 5 hours ago | parent | prev | next [-] |
| The entire point of AI is for it to do shit autonomously? The whole point is that the users can have it doing shit for them instead of them having to babysit the computer. The fact that users still have to sit there and argue with it erodes their value proposition. The proposition you can pay fewer salaries. |
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| ▲ | ozim 5 hours ago | parent | next [-] | | I would argue that „doing shit” should be done by dummy automations. AI should be used to help build that automations or step in when dummy automation breaks. For now too many people will use AI for stuff that deterministic stupid code would be much more efficient. | |
| ▲ | nemomarx 5 hours ago | parent | prev | next [-] | | They could probably offer enough tokens for that but it would be at a higher price than the sub, I think. You could still pay fewer salaries at 3k a year or per token enterprise prices or whatever. | |
| ▲ | Alexzoofficial 4 hours ago | parent | prev [-] | | Yes |
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| ▲ | cowlby 5 hours ago | parent | prev | next [-] |
| I just discovered Pi Coding Agent and found that it's lean System Prompt + a tuned CLAUDE.md brought back a lot of the intelligence that Opus seemed to lose over the last month. Sucks to be pushed back to Claude Code with opaque system behavior and inconsistency. I bet many would rather pay more for stability than less for gambling on the model intelligence. |
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| ▲ | chatmasta 5 hours ago | parent | next [-] | | We use Pi at work (where we pay per token) and I’d love to use it personally too. From what I’ve read, nobody has been banned for using Pi yet… I wonder if Anthropic minds this much as long as it’s still human usage, or if they’re mostly focused on stamping out the autonomous harnesses. Unfortunately Pi is also what OpenClaw uses so it could easily get swept up in the enforcement attention. Or maybe I’ll just get a Codex subscription instead. OpenAI has semi-officially blessed usage of third party harnesses, right? | | |
| ▲ | nerdix 5 hours ago | parent | next [-] | | It appears that OpenAI has blessed third party harnesses. I know they officially support OpenCode and they have this on their developer portal: "Developers should code in the tools they prefer, whether that's Codex, OpenCode, Cline, pi, OpenClaw, or something else, and this program supports that work." https://developers.openai.com/community/codex-for-oss Obviously, the context is that OpenAI is telling open source developers who are using free subscriptions/tokens from the Codex for Open Source program that they can use any harness they want. But it would be strange for that to not extend to paying subscribers. | |
| ▲ | mirashii 5 hours ago | parent | prev [-] | | They have, but they also just announced this week that for business and enterprise plans, they’re switching from quotas for codex to token use based pricing, and I would expect that to eventually propagate to all their plans for all the same reasons. | | |
| ▲ | chatmasta 5 hours ago | parent [-] | | I’d be surprised if that propagated to personal subscription plans, simply because it would put them at a huge competitive disadvantage against Anthropic, which they’ve already signaled they care about by saying they allow third-party harnesses. But I wouldn’t be surprised if they required third-party harnesses to use per-token billing, since that’d put them on par with Anthropic. |
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| ▲ | jen20 3 hours ago | parent | prev | next [-] | | You can still use it with an OpenAI subscription (for now at least), and the models aren't substantially worse. | |
| ▲ | j45 5 hours ago | parent | prev [-] | | I wonder if there's a way to bring some of what Pi Coding Agent has to claude code itself. It seems that installing claude code directly from npm shields from some of the current issues. |
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| ▲ | chunpaiyang 3 hours ago | parent | prev | next [-] |
| Good point. I agree with that.
The key point is that heavy users benefit from this model while light users are basically subsidizing them.
But it's a distribution when everyone shifts toward heavy usage, prices inevitably go up.
The $17/mo pro price is already set to compete with other providers. Raising it would lose customers. Other tiers are also carefully priced to match competitors.
So the only move left is to prevent the whole distribution from drifting toward heavier usage. That's exatly what this ban does. |
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| ▲ | subarctic 2 hours ago | parent | prev | next [-] |
| I'm pretty sure in this case it's anthropic doing the subsidizing because the api and extra usage rates are extremely expensive compared to the usage you get for the lowest subscription level. I pay $28 CAD per month and I'm pretty sure I'd burn through that in a day or two, and I'm not really a power user, I'm just using it to write code like it says on the tin. I seriously doubt there's a large portion of subscribers with low enough monthly usage that they'd save money by switching to the API. |
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| ▲ | bombcar 5 hours ago | parent | prev | next [-] |
| > Every single one of them oversells their capacity This is (almost) universally true of flat rate subscriptions; but there are usage-billed ones, too (and even those often have an aspect of subsidies). A great example of the shakeup is when dial-up went from "connect, do the thing, disconnect" to "leave the computer online all the time" - they had to change the billing model because it wasn't built for continuous connections. |
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| ▲ | mh- 4 hours ago | parent [-] | | That's a good analogy. Maybe soon we'll see Claude Code CDs with 700 free hours. |
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| ▲ | Gregaros 4 hours ago | parent | prev | next [-] |
| Still very interesting timing to ban third party harnesses, given the proximity to the Claude Code leak … |
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| ▲ | nightski 6 hours ago | parent | prev [-] |
| It's fine, their moat is thin. Frontier models as a service isn't really in the best interest of anyone anyways. Only a matter of time. |
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| ▲ | asgraham 6 hours ago | parent | next [-] | | Are you arguing that eventually a competitor will emerge that does support OpenClaw with a subscription model? Wouldn’t that just be more expensive for the exact same reason Anthropic is banning it? | | |
| ▲ | tekacs 6 hours ago | parent | next [-] | | OpenAI have literally gone out of their way to explicitly support this sort of thing. As they did with OpenCode. Honestly, this just looks like what Dylan of SemiAnalysis suggested on Dwarkesh – that they've massively under-provisioned capacity / under-spent on infrastructure. That would honestly be a comforting answer if true, because I would gladly take 'we can't afford to do this right now' over 'we are self-preferencing, and the FTC should really take a look at us, even if we're technically not a monopoly right now, since we're the only strongly-instruction-following model in town and we clearly know it'. | | |
| ▲ | verdverm 6 hours ago | parent | next [-] | | OpenAi is burning cash to stay relevant aiui, i.e. they will keep subsidizing You can use these tools with most providers today, just no subscription plan. If you have enough spend, you can likely get bulk deals | |
| ▲ | gjsman-1000 6 hours ago | parent | prev [-] | | > we are self-preferencing, and the FTC should really take a look at us, even if we're technically not a monopoly right now Tell me you have zero clue what a monopoly is or what the law is, without telling me. Monopoly law relies on broad categories, not narrow ones. You can’t call Microsoft a monopoly because they are the only company that makes Windows. You can’t call Amazon a monopoly because they are the only company that makes AmazonBasics. You can’t call Anthropic a monopoly because their product is 20% better for your use case, otherwise by definition no company has any incentive to do a good job at anything. | | |
| ▲ | code_duck 5 hours ago | parent | next [-] | | Somehow this was coming up a few years ago where people kept saying that Apple could face antitrust because they were the only company who made iOS and controlled the App Store. Given that android exists, and has roughly equal market share, that didn’t make much sense to me, but I kept seeing it being discussed. | | |
| ▲ | satvikpendem 4 hours ago | parent [-] | | And Apple did lose that case now so they were correct; sometimes, one can be a monopolist in the market they created. |
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| ▲ | satvikpendem 4 hours ago | parent | prev | next [-] | | Well, Apple did recently lose as they're the monopolist in their walled garden for app distribution. | |
| ▲ | bsder 5 hours ago | parent | prev | next [-] | | > Tell me you have zero clue what a monopoly is or what the law is, without telling me. Monopoly law is subject to reinterpretation over time and anybody who has studied the history of it knows this. The only people argue for "strict" interpretations of current monopoly law are those who currently benefit from the status quo. > Monopoly law relies on broad categories, not narrow ones. And this is currently a gigantic problem. Because of relying on broad categories to define "monopoly", every single supply chain has been allowed to collapse into a small handful of suppliers who have no downstream capacity thanks to Always Late Inventory(tm). This prevents businesses from mounting effective competition since their upstream suppliers have no ability to support such activities thanks to over-optimization. To be effective on the modern incarnation of businesses, monopoly law needs to bust every single consolidated narrow vertical over and over and over until they have enough downstream capacity to support competition again. | |
| ▲ | tekacs 6 hours ago | parent | prev [-] | | Oh, give me a break. I know the law around this incredibly well. Reasonable people can disagree about whether the law is appropriate. The whole point of laws is that they should match intent – and as for '20%': "tell me you don't understand how a small quantitative gap can result in a step change in capability." | | |
| ▲ | gjsman-1000 6 hours ago | parent [-] | | > Oh, give me a break. I know the law around this incredibly well. Then don’t make BS up like implying Anthropic is a monopolist for the crime of competence. > tell me you don't understand how a small quantitative gap can result in a step change in capability The law does not give a darn about this. Being a good competitive option does not make you a league of your own. If I invent a new flavor of shake, the Emerald Slide, am I a monopolist in shakes because I’m the only one selling Emerald Slides? If you go and then start a local business reselling shakes and I’m your only supplier, am I a monopolist then? Absolutely not. | | |
| ▲ | tekacs 6 hours ago | parent [-] | | You do realize that I called out in my post they are absolutely not a monopoly by the law, right? I know all-too-well what the definition is. We have a similar situation in mobile where Apple may not be considered a monopoly, but people have walked around for a decade with a supercomputer in their pocket that is wildly underused. Things have gotten faster; things are different than they were decades ago when a lot of this was devised. The reality of the matter is that some of us just want to see innovation actually happen apace, and not see 5, 10, or 30 years of slowdown while we litigate whether or not such a company is holding all the cards, while everyone is collectively waiting at the spigot for a company to get its shit together because we're not allowed to fix the situation. For what it's worth, I'm hopeful that the other model providers will catch up and put us in a situation where this conversation is irrelevant. What I'm afraid of is a situation where we see continued divergence, and we end up with another Apple situation. | | |
| ▲ | nandomrumber 6 hours ago | parent | next [-] | | You’re welcome to start OpenSpigot yourself, and see how investors feel about you giving away your technical / IP / market advantage on launch day. | |
| ▲ | gjsman-1000 6 hours ago | parent | prev [-] | | > “we are self-preferencing, and the FTC should really take a look at us, even if we're technically not a monopoly right now” That is not calling out that they are “absolutely not a monopoly by the law” in any way, shape, or form. You’re framing it as though they aren’t by a technicality, when they aren’t anywhere near discussion by even the most extreme of legal theories. You won’t find Lina Khan or Margarethe Vestager, both ousted for going too far, complaining about Anthropic. > “We have a similar situation in mobile where Apple may not be considered a monopoly, but people have walked around for a decade with a supercomputer in their pocket that is wildly underused.” In that we can’t run a Torrent client to download illegally redistributed media 99% of the time? Otherwise, in what way, are they underused? For the degrees of public addiction, a more underutilized phone would be a social benefit. | | |
| ▲ | tekacs 6 hours ago | parent [-] | | Let me back up what you're saying. They absolutely are not a monopoly today by any definition, by any stretch, in any conceivable way. I'm looking forward. Things are moving very quickly. As I said above, I'm afraid of us diverging into another Apple situation in the future. If I suggest that they should be looked at and thought about, it's not for today, it's for tomorrow. If divergence continues. Because as with everything in AI, it might hit us a lot faster than people expect. Hell, given their approach to morality, I suspect that Anthropic folks have already thought deeply about these sorts of concerns. That's why it's actually a lot more in character for them to be doing this not due to self-preferencing, but due to unaffordability, which - if you look at my first post - is what I said seems to be happening. Suffice to say that I have a graveyard of things that I think phones could have been, where unfortunately we've ended up with these - as you say - addicting consumerist messes. Gonna stop here so I don't flood the thread. We're getting very off topic. |
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| ▲ | msh 41 minutes ago | parent | prev | next [-] | | Kimi seems to support this with their 39 usd a month plan. | |
| ▲ | jfim 4 hours ago | parent | prev | next [-] | | Some of the Chinese labs with cheaper per token costs do support it, like say minimax: https://agent.minimax.io/max-claw I haven't tried it to see if it's any good but it's $20/mo. | |
| ▲ | techgnosis 6 hours ago | parent | prev | next [-] | | Doesn't OpenAI allow this today? | | |
| ▲ | mil22 6 hours ago | parent [-] | | It's a good way to win market share and build goodwill, but one has to wonder whether this class of usage is marginally profitable for them (or anyone) and how sustainable their lenient policies will be for them long term. |
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| ▲ | raincole 6 hours ago | parent | prev [-] | | You mean whether another competitor will emerge? Right now we have OpenAI. | | |
| ▲ | rvz 6 hours ago | parent [-] | | The real threat that Anthropic sees as real competitors in the long term, are the AI labs building open weight models, especially the AI labs in China. |
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| ▲ | verdverm 6 hours ago | parent | prev [-] | | I agree, eventually the open models will be good enough and we can pay for our own infra and cut out the middle man. Also, the smaller frontier are nearly as good today and I expect the mega models will be used primarily for distillation |
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