No, it doesn't cost Anthropic $5k per Claude Code user

functionmouse

Was anyone under the impression that it does? Serious question. I've never heard that, personally.

z3ugma

This is such a well-written essay. Every line revealed the answer to the immediate question I had just thought of

gmerc

Nobody gets RSI typing “iterate until tests pass”

brianjeong

These margins are far greater than the ones Dario has indicated during many of his recent podcasts appearances.

ymaws

How confident are you in the opus 4.6 model size? I've always assumed it was a beefier model with more active params that Qwen397B (17B active on the forward pass)

beepbooptheory

Ok but so it does cost Cursor $5k per power-Cursor user?? Still seems pretty rough..

n_u

Good article! Small suggestions: 1. It would be nice to define terms like RSI or at least link to a definition. 2. I found the graph difficult to read. It's a computer font that is made to look hand-drawn and it's a bit low resolution. With some googling I'm guessing the words in parentheses are the clouds the model is running on. You could make that a bit more clear.

fnord77

> I'm fairly confident the Forbes sources are confusing retail API prices with actual compute costs Aren't they losing money on the retail API pricing, too? > ... comparisons to artificially low priced Chinese providers... Yeah, no this article does not pass the sniff test.

hattmall

Is it fair to say the Open Router models aren't subsidized though? They make the case that companies on there are running a business, but there are free models, and companies with huge AI budgets that want to gather training data and show usage.

aurareturn

By the way, one of the charts in the article shows that Opus 4.6 is 10x costlier than Kimi K2.5. I thought there was no moat in AI? Even being 10x costlier, Anthropic still doesn't have enough compute to meet demand. Those "AI has no moat" opinions are going to be so wrong so soon.