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manquer | 1 month ago
The moat is Sonnet/Opus not Claude Code it can never be a client side app.
Cost arbitrage like this is short lived, until the org changes pricing.
For example Anthropic could release say an ultra plan at $500-$1000 with these restrictions removed/relaxed that reflects the true cost of the consumption, or get cost of inference down enough that even at $200 it is profitable for them and they will stop caring if higher bracket does not sell well, Then $200 is what market is ready to pay, there will be a % of users who will use it more than the rest as is the case in any software.
Either way the only money here i.e. the $200(or more) is only going to Anthropic.
[1] Perceived or real there is huge gulf in how Sonnet 4.5 is seen versus GPT 5.2-codex .
threecheese|1 month ago
Are they doing it? No idea, it sounds ridiculously expensive; but they did buy Bun, maybe to facilitate integrating around CC. Cowork, as an example, uses CC almost as an infrastructure layer, and the Claude Agent SDK is basically LiteLLM for your Max subscription - also built on/wrapping the CC app. So who knows, the juice may be worth the RL squeeze if CC is going to be foundational to some enterprise strategy.
Also IMO OpenCode is not better, just different. I’m getting great results with CC, but if I want to use other models like GLM/Qwen (or the new Nvidia stuff) it’s my tool of choice. I am really surprised to see people cancelling their Max subscriptions; it looks performative and I suspect many are not being honest.
manquer|1 month ago
The tool calls,reasoning etc are still sent, tracked and used by Anthropic, the model cannot function well without that kind of detail.
OpenCode also get more data if they to train their own model with, however at this point only few companies can attempt to do foundational model training runs so I don't think the likes of Anthropic is worried about a small player also getting their user data.
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> it looks performative and I suspect many are not being honest.
Quite possible if they were leveraging the cost arbitrage i.e. the fact at the actual per token cost was cheaper because of this loophole. Now their cost is higher, they perhaps don't need/want/value the quality for the price paid, so will go to Kimi K2/ Grok Code/ GLM Air for better pricing, basically if all you value is cost per token this change is reason enough to switch.
These are kind of users Anthropic perhaps doesn't want. Somewhat akin to Apple segmenting and not focusing on the budget market.
lemming|1 month ago
Why do you think I'm not being honest? What am I supposedly not being honest about?
lemming|1 month ago
mixto|1 month ago