Enterprise customers aren't running 20 bucks a month for claude pro subscriptions. My company provides developers about 1k worth of usage limits a month and best I can tell they get maybe a 30% savings off of API cost tops. That's not an insane subsidy. Many other jobs titles are only allowed 50 a month and those folks are constantly running out.

Github Copilot has been doing this with business and enterprise seats, but that will be coming to a head very soon. I expect a fast follow after june when they re-align consumer pro and pro+ accounts.

OpenAi seems to be trying to throw tokens at clients to get lock in. So i'd be most worried about the rug pull that will come from open AI post IPO. Anthropic is already acting responsibly in this area and github copilot is attempting to remediate their insane subsidies in the next several months.

GitHub Copilot was the only one with absolutely insane subsidies, where they metered by 'request' instead of tokens. A request that costs 3 cents could end up burning $20 worth of tokens or more. That ends this month.

I was actually quite worried, because I've been using GHCP for large chunks of work, but the billing estimator they released shows I was only at about $150-200 a month in API priced tokens. Sure, that's a subsidy for my $20 subscription, but not insane.

Heavy use of agentic coding tools, in a responsible manner, probably lands somewhere around that $200/m mark at API pricing. Assuming that makes the provider money, I don't see that being hard to swallow for businesses employing developers in Western countries, given the hours it can save.

The real risk here is to personal project vibe coders. Building a huge app by abusing subsidized plans is ending.