Each model release gives an opportunity to reduce the number of old models still on offer, and charge a higher, less-subsidized tier. The trick is to charge a subsidized price that is less than an M3 Ultra, so they continue paying you rent, instead of a one-time fixed cost. So far open models can't compete with Opus 4.5 but as soon as it can, people will be looking at buying devices that can run that model locally.

We are a claude shop but we already bought two mac studios to start migrating less complex but still agentic workflows there. We will break even on those in less than a year.