Coding with LLMs (Claude Code, OpenAI Codex) is often presented as the ‘killer app’ for Generative AI. But looking at data, it seems the one piece of the puzzle missing is actual cost. …
You’re right that people can and do max out the expensive plans. Its very difficult to say how often. I just think a majority of anthropics customers are businesses, who often pay per token for easier scaling etc. According to the company, enterprise employees use about $150-$250 per month, (possibly max plans have similar use, which would support your view) but thats in API tokens which they probably have big margins on, so it’s less likely anthropic are burning money on inference. If you want to convince me otherwise, its not enough to say that it can happen, it has to be frequent enough to outweigh the B2B sales. They are however likely losing money overall due to training costs etc.
You’re right that people can and do max out the expensive plans. Its very difficult to say how often. I just think a majority of anthropics customers are businesses, who often pay per token for easier scaling etc. According to the company, enterprise employees use about $150-$250 per month, (possibly max plans have similar use, which would support your view) but thats in API tokens which they probably have big margins on, so it’s less likely anthropic are burning money on inference. If you want to convince me otherwise, its not enough to say that it can happen, it has to be frequent enough to outweigh the B2B sales. They are however likely losing money overall due to training costs etc.