> If Anthropic and OpenAI believed customers would actually pay the real cost of AI tokens, they wouldn't have to give away 20 to 40 times the amount of tokens to subscribers.
One logical gap in the SemiAnalysis 40x cost of tokens versus subscription: I don't know anybody actually maxing out their account limits.
Sure, if you're somehow always running stuff, you can max it out, but subscriptions like this allow people to max sometimes (or always), while others never come close to the max.
What is the average usage of subscribers? Only Anthropic and OpenAI know, as far as I can tell.
One logical gap in the SemiAnalysis 40x cost of tokens versus subscription: I don't know anybody actually maxing out their account limits.
Sure, if you're somehow always running stuff, you can max it out, but subscriptions like this allow people to max sometimes (or always), while others never come close to the max.
What is the average usage of subscribers? Only Anthropic and OpenAI know, as far as I can tell.