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A very productive minority.

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Have we seen any examples of any of these companies turning a profit yet even at $200+/mo? My understanding is that most, if not all, are still deeply in the red. Please feel free to correct me (not sarcastic - being genuine).

If that is the case at some point the music is going to stop and they will either perish or they will have to crank up their subscription costs.

nl|7 months ago

It's possible Anthropic is cash-flow positive now.

Claude 3.7 Sonnet supposedly cost "a few tens of millions of dollars"[1], and they recently hit $4B ARR[2].

Those numbers seem to give a fair bit of room for salaries, and it would be surprising if there wasn't a sustainable business in there.

[1] https://techcrunch.com/2025/02/25/anthropics-latest-flagship...

[2] https://www.theinformation.com/articles/anthropic-revenue-hi...

jarredkenny|7 months ago

I am absolutely benefitting from them subsidizing my usage to give me Claude Code at $200/month. However, even if they 10x the price its still going to be worth it for me personally.

acmj|7 months ago

Are there studies to show those paying $200/month to openai/claude are more productive?

jfim|7 months ago

Anecdotally, I can take on and complete the side projects I've always wanted to do but didn't due to the large amounts of yak shaving or unfamiliarity with parts of the stack. It's the difference between "hey wouldn't it be cool to have a Monte Carlo simulator for retirement planning with multidimensional search for the safe withdrawal rate depending on savings rate, age of retirement, and other assumptions" and doing it in an afternoon with some prompts.

grogenaut|7 months ago

I work at an Amazon subsidiary so I kinda have unlimited gpu budgets. I agree with siblings, I'm working on 5 side projects I have wanted to do as a framework lead for 7 years. I do them in my meetings. None of them are taking production traffic from customers, they're all nice to haves for developers. These tools have dropped the costs of building these tools massively. It's yet to be seen if they'll also make maintaining them the same, or spinning back up on them. But given AI built several of them in a few hours I'm less worried about that cost than I was a year ago (and not building them).

radley|7 months ago

It's subjective, but the high monthly fee would suggest so. At the very least, they're getting an experience that those without are not.