I avoid subscriptions like the plague and I was getting enough value from Claude that I was paying for the Max plan for a couple months. I don't know how much Anthropic needs to make to be sustainable but I think it's worth north of $50 or $100 per month for many knowledge workers.

I highly doubt anything more than a small single-digit percent of users are willing to pay $50-100 for a Claude subscription themselves. Just like everything else (if your company isn’t paying for a seat) 90% of people will just use the free tier, 7-8% will use the first paid tier, 2-3% use some kind of power user plan. It could end up being a whale-driven business model in the end.