| ▲ | binarymax 6 hours ago | |
In the simplest calculation, if you get 200M people on a $200/mo pro max plan, that's $500B annual revenue. This is a "utility" mindset. If you bet that Anthropic is just like a monthly electric bill, then it's within the realm of possibility. For the record - I don't think that's gonna happen. | ||
| ▲ | gwd 6 hours ago | parent | next [-] | |
FWIW I max out my pro max plan basically every week, not even using Fable any more. I think it's just a matter of people figuring out how to apply tokens effectively. | ||
| ▲ | stymaar 6 hours ago | parent | prev | next [-] | |
I don't think they are betting on that many people subscribing to their $200/mo plan, there's pretty much no upside in using a frontier model for the average consumer. But on the flip side I don't think aiming for 1M businesses spending $40k a month in token in average is going to be more viable. And I'm not sure having 1000 corporations spending $40M a month is a option either. | ||
| ▲ | techpression 6 hours ago | parent | prev [-] | |
How many thousand more datacenters would that need, and what would be the ongoing (massive) cost of deprecating hardware in that world? | ||