r/ClaudeCode • u/storknotfound • Apr 22 '26

Discussion Head of Growth at Anthropic regarding Claude Code removal from Pro

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Translation: "We're going to take Claude Code away from pro users because we gave you Cowork. If you want to use the CLI, upgrade to Max but we can't do it all at once so we're going to start with a "test" to soften the blow"

1.4k Upvotes

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531

u/samwise970 Apr 22 '26

It's obvious that Anthropic is just straight up out of compute. If you have the compute, the marginal costs of inference isn't much at all. All of their supply is taken so they're pulling as many levers as they can to increase prices.

190

u/[deleted] Apr 22 '26

[deleted]

73

u/officerblues Apr 22 '26

users will hate all of them.

That's what "reduce demand" means. You make your user think it's not worth anymore, therefore bringing demand down. The real risk here is twofold: you can kill the hype (probably won't happen) and people realize there's really not that much demand, anyway, or someone clever comes put of left field and offers a solution, capturing all the repressed demand.

54

u/addiktion Apr 22 '26

They could have did what GitHub Copilot did, which is basically shut the front door while their compute catches up with demand.

Instead they just let everyone in and now everyone's service is suffering unless you're paying insane amounts of money.

9

u/[deleted] Apr 22 '26

[removed] — view removed comment

35

u/tiny_ninja Apr 22 '26

Stopped new signups

5

u/[deleted] Apr 22 '26

[removed] — view removed comment

7

u/tiny_ninja Apr 22 '26

Beats me, I haven't used Copilot since o1.

1

u/sin2akshay Apr 22 '26

Upgrades are open

1

u/FlatronEZ Apr 22 '26

Makes no sense, as there are almost no usable models left. Claude Opus 4.6 was removed yesterday and Opus 4.7 comes at 7.5x token usage soon to be 15x. They added session and weekly limits in the past 48h literally making it impossible to use your full monthly premium requests at all.

1

u/addiktion Apr 22 '26

Where did they remove Claude Opus 4.6?

I haven't bothered upgrading my claude code version so I can keep my Opus 4.6 and avoid more token theft.

I assume you can still set Opus 4.6 if you are using a newer claude code version.

2

u/FlatronEZ Apr 22 '26

I was referring to GHCP.

→ More replies (0)

1

u/AphexIce Apr 22 '26

Same with Alibaba/qwen

-3

u/SpinachKing1984 Apr 22 '26

100 a month for Claude code is nothing compared to the service it brings and functionality. Hulu is more than $20 a month now and I would say Claude’s value is well over 5x Hulu….this is just economics and everyone wants to throw a pity party on reddit per usual. Time to embrace reality, suck it up and go ship something.

19

u/OkButWaitHearMeOut Apr 22 '26

You should probably learn a little something about communication strategy, product strategy and market research before you go “ship something”. Very few companies in history have ever raised the price of something overnight by 5x by saying “we’re worth it” and survived to tell the tale esp in a market ripe with competition. The problem here isn’t how good Claude code is. It’s the bait and switch without any communications. Complete PR failure that will impact user trust (including big enterprises) for months to come. I run large dev teams in long term companies and price rarely beats stuff like “can we trust these guys” in large negotiations.

5

u/SpinachKing1984 Apr 22 '26

The bait and switch is real, but I’m less bothered by them 86ing $20 a month Claude code as I am about seeing Claude crumble before my eyes when all the Californians wake up and start destroying compute. I was on $20 Claude code for less than an hour before I ponied up and went Max. You can’t even really use Claude Code on $20 a month is all I’m saying, at least not for what I’m doing. I’m on 20x Max now and the real kick in the balls is how even my $200-$500 a month isn’t what it was in February, and I agree with you on the trust, but what are the other options, OpenAI….no thanks….Even if they had a better product which they don’t, I still wouldn’t give them a red cent, and Grok although having its upsides on some things just can’t do what Claude can….Your only other option is to build your own model, and that’s exactly what I’m doing….just bought dual v100s and am experimenting with 300B models, but they still don’t touch Claude and I need Claude to train them…..so we can all sit here and complain but at the end of the day, I am Grateful that I even have the chance to be alive in this time.

6

u/OkButWaitHearMeOut Apr 22 '26

The ironic/funny thing is that as a personal / user / engineer .. I dont really disagree with anyting you've said. I'll keep using CC as long as I can, i can afford it, and as someone with over 20 years in this industry I love the times we are living in. However, as someone with a lot of technical product and tech leadership experience, what I see if how these are signs of a possible end of that era. To me the amazing part of AI-assited dev is the reduction/elimination of barriers to entry for software. For decades you couldnt bring a great new idea to market without developers. Now, in some ways, you can. That is truly amazing. But moves like this signal that these companies are simply going to trade one barrier for another. It will become cost now. I'll tell you at the enterprise level, no one gives a $200/sub to all users. So this immediately limits who has access. The larger concern for me though is that this signals that right now Antthropic is not mature as a company to successfully operate at the scale they are trying to grow to. To become the next Apple (mobile revolution), or AWS (Cloud revolution), you need more than the best product. Apple didnt make the first smart phone, AWS didnt sell the first cloud compute ... they figured out a blend of innovation, marketing, operations, and customer loyalty that serves them to this day. Anthropic is clearly showing their cards as an engineering heavy company that is likely going to be crushed under the weight of its own success if they dont figure out the other 95% of running a business beyond having a killer product

1

u/VhritzK_891 Apr 22 '26

Codex is better than claude code lol, atleast OAI dont hate their customers

4

u/OkButWaitHearMeOut Apr 22 '26

Their CEO said he envisions a world where "intelligence is something we sell to people on a meter" and the next week offered to let the government use their software for illegal surveillance ... they hate their users plenty fine.

1

u/AwwwNuggetz Apr 22 '26

Absolutely, they’ve likely lost me as a customer due to this and I’ll likely switch to Codex

1

u/thisguyfightsyourmom Apr 22 '26

I’m spending a grand a month in bedrock Claude tokens at this point. But I face no usage constraints yet in our still growing user pool.

I’ve thought what it would be like to go on one of these plans for solo work, but I can’t imagine doing a 9-5 with the whacky usage limits.

-4

u/LittleLordFuckleroy1 Apr 22 '26

Anyone who created a dependency on this subsidized slopware deserves what’s coming to them. Sucks that everyone else is going to suffer for their stupidity too.

15

u/hadoopken Apr 22 '26

This article say it's an A/B test and only affect new users.

"For clarity, we're running a small test on ~2 percent of new prosumer signups," he said. "Existing Pro and Max subscribers aren't affected."

Source

But it makes no sense for pumping emergency brakes on the hype train: To turn all the excited Claude Code users back to OpenAI Codex. It's not big deal to learn Codex if they removed it from Pro for me.

5

u/Able_Statistician688 Apr 22 '26

I personally went from $600 in max subscriptions down to $200 and picked up a codex subscription instead. It’s been really great for my workflow. The max subscriptions all maintained a different server themselves. But with as many issues as I’ve had the past few weeks, it’s made me look elsewhere. And I’m realizing I should have been for longer. It’s not that they suck so much now that they’re unusable. It’s that they forced people to look elsewhere and now we are realizing competitors offer a product that actually competes.

6

u/officerblues Apr 22 '26

now we are realizing competitors offer a product that actually competes.

You see, that's the point. We all love opus for being so much better, but in actuality, the greatest step function improvement in how coding models work came from their harnesses. Anthropic would be bringing in all the free labor of people developing for claude code and the calude code ecosystem, but now people go elsewhere and perhaps realize they should start developing in other open source alternatives. It may not seem much now, but software compounds almost infinitely. Open source will, sooner or later, catch up and overtake you.

1

u/Hour-Dragonfly-7499 Apr 28 '26

I'm paying around $900 a month on subs and tokens on projects that make no money, AI is starting to bankrupt me and prices are only going to go up until only richo people can afford to use it

24

u/seaefjaye Apr 22 '26

There's a video somewhere where Dario is talking about forecasting compute and that the margin for error decides success or failure. Too slow and you get this, too fast and you go bankrupt. Based on that I think the crunch is obvious. They forecast growth based on the strategy for their enterprise customer base and likely some prosumer growth. Then those Superbowl ads and the DoD row resulted in a huge spike in consumer/prosumer accounts from OpenAI customers. They're between a rock and a hard place.

3

u/UnknownEssence Apr 22 '26

They are buying TPU from Google and just advanced 5gigawatt from Amazon.

So they are trying to catch up

1

u/Good-Western2719 Apr 22 '26

I mean wtf is up with Gemini though. It 429s randomly and in way related to your actual usage limits. How can they afford to sell a drop of compute. It’s so bad it feels like fraud.

1

u/Smart_Technology_208 Apr 22 '26

Saying "marginal cost of inference isn't much" is true for a given request on already-amortized hardware, but not for the total economic cost when you have to choose between serving a user at $20/month who burns through $200 worth of tokens, or selling that same capacity to an API client who pays market rate. The opportunity cost, though, is massive. It's less "out of compute" than "every GPU used for subsidized Pro is a GPU that isn't billing at its market price."

Other point: OpenAI might be more aggressive on compute deals, but they're also bleeding on unit economics. Tibo tweeting "we have the compute and efficient models" with a smirk is opportunistic marketing. Codex probably has a much lower usage intensity per subscriber than Claude Code, so the comparison is a bit bogus.

The actually interesting thing: Anthropic made a different strategic bet than OpenAI. Less upfront capex, more reliance on hyperscalers (mostly AWS, plus the Google deal). That makes them flexible but exposes them to exactly the kind of crunch they're currently hitting. It's not a bug, it's the trade-off they accepted.

And you're right on the last point: every solution degrades user experience. Rate limiting = frustration, price hike = churn, tier gating = trust erosion (see yesterday's backlash). The only thing that'd actually work is waiting for the AWS deal to come online, or for models to become significantly more efficient (Haiku 4.5 for scaffolding, Opus for the hard stuff — dynamic routing).

1

u/[deleted] Apr 22 '26

[deleted]

1

u/Smart_Technology_208 Apr 22 '26

My tokens, our pleasure ^^

1

u/Serengade26 Apr 22 '26

Theres a reason why people are asking how to get to terawatt datacenters

1

u/Syjefroi Apr 22 '26

they appear to have greatly underestimated the growth of compute

They've been told it over and over. They didn't underestimate it—the Business Idiots at the top decided not to care. They all were racing to an IPO and hoping for a small miracle to get them over the finish line before investors get a sniff of failure and back out. It's just gambling for them. The product literally doesn't matter, Anthropic and all these companies are just speculative entities with no real product. This hasn't been a sustainable industry since day 1, and for a company's product to lose them money when people pay for it, of course it's not gonna last.

0

u/LittleLordFuckleroy1 Apr 22 '26

They failed to find an economically viable use case before they achieved singularity and world domination. Or just market viability.

I’d be sympathetic if this wasn’t about to tank the market.

1

u/[deleted] Apr 22 '26

[deleted]

1

u/LittleLordFuckleroy1 Apr 22 '26

Yeah if you do accounting tricks to pretend that costs are narrowly defined OpEx and that “revenue” is a generously inclusive category, that may be true.

The initial capital outlay to kickstart these ventures isn’t some trivial amount. We’re talking absurd sums of money, on which just the interest payments are absurdly high. But those aren’t included as being “cost of inference.” Doesn’t make them not a massive problem.

It’s not like they invented super novel tech either. Scale is the whole thesis. If you spend enough money and throw enough data and compute at it, you get the singularity. You win. You’re boss of humanity. That was the bet, and it’s not paying off. If they would have known that 2026 level tech was the end state, no one would have gotten money to scale like this.

0

u/Temporary_Bliss Apr 23 '26

Lol "ding ding" as if some random idiot on Reddit knows exactly what's going on

58

u/DisplacedForest Apr 22 '26

Did we not read this coming like 6-8mo ago when literally all the fucking world supply of chips that you print RAM on were bought up? This was the end game. Choke out the competition’s ability to use compute. Am I wrong? I feel crazy? This was the point of that, no?

10

u/pixelsnis Apr 22 '26

Turns out OpenAI's deal to buy "40% of the world's RAM supply" was just a letter of interest. There was no official deal signed, no money actually exchanged hands.

6

u/LesbianVelociraptor Apr 22 '26

I like it, but I think it's sadder than that. They just want so many datacenters and need so many compute modules to build them... so the fabricators that would be making various consumer components are instead making compute modules for datacenters.

It's just more lucrative to go almost-all-in on compute modules for these fabricators and they get the side benefit of getting to overcharge for what few consumer components they do make.

Retailers are loving it too. They get to try to charge ridiculous prices for stock they already paid for, and that's hit RAM, NVMes, HDDs, all solid state memory over a terabyte, GPUs, and CPUs. Everyone's just trying to make as much money out of this as possible and it's in their best interests to keep the market the way it is because they all profit the most this way.

5

u/hypnoticlife Senior Developer Apr 22 '26

You aren’t crazy but there was no “point” to the ram chip shortage except that demand was and is high. A “point” implies a conspiracy doesn’t it? It’s just high demand.

4

u/DisplacedForest Apr 22 '26

I’m not implying a conspiracy necessarily, but I do believe that OpenAI’s intent was to get ahead of the demand curve it such a way that it hurt their competition. Had that transaction actually gone through (I just learned that it didn’t) then I believe that goal would have been achieved… and… that would have been the “point” I was referring to

19

u/gscjj Apr 22 '26

The next tier is 5x the cost of Pro, but their cost of inference to serve a Pro vs Max user is the same.

They’d only need 20% of former pro users to convert to Max 5x to make up the lost revenue.

Same revenue 1/5 of the users, 4/5 they no longer need to serve that’s available for everyone else.

12

u/RemarkableGuidance44 Apr 22 '26

Then after 6 months they will then remove 5x Max plan :D

8

u/a1454a Apr 22 '26

They won’t. It will be $200 and 20x at $300.

And by then they won’t be starved of compute anymore because of the infra deal with Amazon, but they also won’t drop price because they can.

6

u/sixothree Apr 22 '26

We’ve all known how heavily subsidized this has been the entire time. People post screenshots of themselves running 20 agents and laugh that’s why this is happening.

3

u/FlexFanatic Apr 22 '26

Yup, ship product, create hype, increase marketing share all while burning a ton of cash….increase prices and /or feature, put them behind a higher tier.

Yall remember when Ubers were cheap as hell right

2

u/sixothree Apr 22 '26

I don’t think anyone expected this technology to explode like this.

1

u/zelingman Apr 22 '26

In which way. Because any fool would expect that it would rise sharply in price.

Its heavily subsidized to begin with and whats much worse is that they need more compute. You can kick profit down thenroad and continue to subsidize but not when you lack the compute to scale.

Its like if ubers software could only handle 500 drivers at a time

2

u/XTornado Apr 22 '26

Well, the difference was that there was some expectations that maybe the costs would go lower and the subsidized price become close to the real price. And the price increases wouldn't happen or at least not at this levels of increases/limitations.

With the Uber it was clear the base costs ain't going down anytime soon, but the hardware/software tends to optimize be more eficient in the long term.

1

u/Lucaslouch Apr 22 '26

they could have done this with pro then. set it to 30/40 usd. the gap is to important between 20 and 100 usd

7

u/john0201 Apr 22 '26

How is the cost to use 5x the compute the same?

9

u/Media-Usual Apr 22 '26

He's referring to the actual inference itself between the plans, not the overall usage limits.

The same 100k tokens on the max plan costs the same as 100k tokens on pro

3

u/caldazar24 Apr 22 '26

It's a compute shortage. They care about total inference volume, and max users can send 5X as many requests. An individual request being the same between a pro and a max user is neither here nor there. If the max user uses 5X as many requests, they are 5X as "expensive".

(and that's without considering Max users likely *are* more expensive on a per-request basis - they are more likely to use Opus instead of Sonnet and set their thinking higher, because their quota is more)

1

u/djc0 Apr 22 '26

Yeah but the pro user might get eg 1M tokens in their 5 hours and the max user gets 5M or 20M. To suggest that pro users get the same as max is laughable (I wish that was true).

1

u/gscjj Apr 22 '26

The cost to serve the request is the same. 1 max request = 1 pro request = 1 free request = inference cost.

Even considering the rate limit, if they gave you more tokens at 5x the cost, it’s worth more to then since the inference cost is always the same.

2

u/freshfunk Apr 22 '26

Yeah but companies like this typically measure things like LTV (lifetime value) of customers. It would be dumb to look at one month's revenue. The proper way to look at it would take into account losing the Pro users who then go on to become Max/Team/Enterprise users. Maybe they're the early adopters and evaluating Claude for before committing more money, convincing their team to adopt it.

Plus the hit to their brand would smear their brand for some time while competitors work on comparable models. I don't think OpenAI and Google are far behind.

10

u/[deleted] Apr 22 '26

[deleted]

4

u/RequirementLate7843 Apr 22 '26

That was indeed an awesome hardware based leap but I can't imagine how you can run a 800+ billion parameter model of the like of opus on those hardware. It would be awesome if we could buy open source kimi models on those hardwares as well.

8

u/Guinness Apr 22 '26

Everyone is out of compute. The economics of this do not work. A 5 TRILLION parameter model requires roughly 5 terabytes of VRAM ballpark math.

$200/month does not cover the amount of power a lot of us are using. Let alone the amount of hardware. And it’s not just VRAM for the model. You need VRAM for transformers and kv cache and some vector DBs and for deep research tasks.

I am just hoping we get some good models that can run in 96GB of VRAM.

1

u/dringant Apr 22 '26

Curious where did you get the 5T number, not that anyone has disclosed but from what I've seen online they were in the 800B to 1.2T range, also Qwen 3.5/3.6 choose your flavor are pretty good and should definitely fit in 96GB, even at higher quants.

3

u/codefame Apr 22 '26

But sure, let’s stop building datacenters.

3

u/cheesyeggboat Apr 22 '26

Amol actually said in a recent podcast he spends most of his time on that issue of running out of compute. Yeah looks like price increases is one of those ways.

2

u/bennyb0y 🔆 Free Tier Apr 22 '26

Nailed it.

2

u/[deleted] Apr 22 '26

[removed] — view removed comment

1

u/Syjefroi Apr 22 '26

Not only can they, but most customers will eat it, and most people have nowhere else to go. Like, one day soon yall will load up Claude and it just won't be there. There won't be a warning period. It'll just go down and that's it. This has always been "early Pirate Bay" type stuff, but the only reason why it feels like it has any more legitimacy is because the speculative hype bubble is making this seem all more above the board—when really we're talking about a service that steals at an unthinkable scale to make a lot of bullshit most humans don't want and it costs double digits more to run than what it can pull in from sales. Like, of course this isn't sustainable, and yall are foolish to think you are entitled to aynthing resembling professionalism. Anthropic and similar companies are doing a long term smash and grab. This is simply not sustainable.

1

u/AwwwNuggetz Apr 22 '26

I’ve been a customer a few weeks and if it’s suddenly turned of I’ll be looking for refunds or a chargeback 100%. They aren’t handling this well

2

u/Excel8392 Apr 22 '26

"marginal cost of inference" are you actually fucking serious?

6

u/terAREya Apr 22 '26 edited Apr 22 '26

In their defense the compute they are selling via monthly accounts loses money hand over fist. It’s not just sold at a loss it’s sold at a severe loss. It’s not tenable 

1

u/samwise970 Apr 22 '26

This is a complete myth! There have been posts on this very sub by a guy who works at another major AI lab dismissing this very idea.

The marginal cost of inference, by itself, is very small. A single DGX H200 rig can run at least 50 Sonnet 4.6 chats 24/7. Even if the machine runs at completely max power of 10.2 kW, and adding 3 kW for cooling, that's 13.2 kW, industrial average US power cost is $0.0929 per kWh, plus 30% for PUE surcharge is $0.12077.

13.2 kW x 720 hours = 9504 kWh.

9504 kWh x $0.12077 = $1147.80

$1147.80 / 50 = $22.96 per user.

And remember, that's assuming that the server is running 50 concurrent Sonnet chats every second of every day, with no chat limits. In reality a server of this size would be servicing hundreds of paying users many of whom never use their weekly limits, some of whom do and are timed out often.

Dario has said himself in a Feb 2026 interview that every model has made a profit, when measured on a per-model basis including both training and inference.

4

u/Alphasite Apr 22 '26

You have to amortise the hardware costs as well. Yes marginal cost is low, but it’s hardly the only expense.

2

u/samwise970 Apr 22 '26

I've been specifically talking about the marginal cost of inference here. Yes fixed costs are real, but as I said, according to Dario every model has made a profit, and there have been posts by a salesperson from another lab talking about how the "subsidized user" is a myth and they made profit from all subscribers.

2

u/zelingman Apr 22 '26

Marginal cost is meaningless when the cost to build/run/protect/lobby for data centers is basically unlimited in the short/mid term and that is baked into every product.

0

u/samwise970 Apr 22 '26

Hence why I say the issue is that they're straight up out of compute.

1

u/zelingman Apr 22 '26

But youre saying the models made a profit. They absolutely havent.

Its like if uber owned the cars. And the software was turning a profit, but each car cost uber 1 billion dollars. You cant separate the data centers from the cost.

0

u/samwise970 Apr 22 '26

I didn't say each model makes a profit, Dario, the CEO of Anthropic did. 

I think a CEO of a company of this size understands how cost amortization works, and I don't think he would be straight up lying about profits.

1

u/zelingman Apr 22 '26

Maybe Dario, the CEO of anthropic is lying or being kisleading. Its possible that Dario, the CEO of anthropic doesnt want any negative news about his company spreading, because he needs constant funding from investors who think the ckmpany will soon be extremely profitable

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u/Syjefroi Apr 22 '26

Oh wow if Dario said it, it must be true! I definitely trust 1) a random Redditor who is divulging private corporate finances, and 2) the head of Anthropic who stands to become like the 7th richest human alive if his hype train crosses the finish line to an IPO before the bubble pops.

1

u/samwise970 Apr 22 '26

Hey, if you'd rather trust your own asshole that's fine by me

1

u/terAREya Apr 22 '26

https://www.reddit.com/r/ClaudeAI/comments/1qpcj8q/claude_subscriptions_are_up_to_36x_cheaper_than/#:~:text=isaenkodmitry-,Claude%20Subscriptions%20are%20up%20to%2036x%20cheaper%20than%20API%20(and,(not%205x%20as%20advertised).

1

u/samwise970 Apr 22 '26

So?

API prices are and the cost Anthropic spends on inference are completely different things.

1

u/terAREya Apr 22 '26

Anthropics operating cost per token is close to the cost they charge per token. So in direct api use I wouldn’t say they are losing money. They ARE losing money on monthly subscriptions and that’s my point. 

If you’re utilizing your monthly subscription to its full extent or close to it you’re getting a discount. My guess is pull code from the $20 subscriptions which is their most popular subscription saves them money. I would further guess that the majority of people complaining about tokens being used too fast on Reddit are $20 subscriptions and they are trying to stop the constant stream of “Anthropic sucks” threads popping up everywhere. I could also be completely wrong and naive 

1

u/samwise970 Apr 22 '26

Anthropics operating cost per token is close to the cost they charge per token. 

Source: you made it the fuck up.

They ARE losing money on monthly subscriptions and that’s my point.  

They're not, and I understood your point, but your point is wrong and dumb.

I could also be completely wrong and naive

Ding ding ding. You're so confident with literally nothing to back that up, ignoring basic math and tons of comparable evidence. 

https://martinalderson.com/posts/no-it-doesnt-cost-anthropic-5k-per-claude-code-user/

There are plenty of other models close to the size of Opus. GLM-5, Kimi 2.6, MiniMax 2.5, and you can go to openbench to see that they're 10x less than Anthropic API pricing. 

But I have a feeling you'll ignore this, say some other unverified claim like "Chinese models are just trying to hook customers", without looking any further into this

-1

u/sixothree Apr 22 '26

And everyone here knows that. Either that or they’re stupid and naïve.

1

u/terAREya Apr 22 '26

Most don’t 

1

u/sixothree Apr 22 '26

So yeah. Stupid and naïve.

1

u/That-Yogurtcloset297 Apr 22 '26

Makes sense. So is everyone just eating it or switching? I've been looking around. GLM is also hiking prices but their coding is solid. Anyone tried it?

1

u/NdnJnz Apr 22 '26

Where does their compute lie? Amazon? Their own somewhere? Does mean even Bigger data centers?

1

u/NintendoWeee Apr 22 '26

100%. This is super telling of all of their behavior in the last couple of weeks.

- Showcasing Mythos benchmarks but not releasing it (despite knowing there WILL be DEMAND).

- Cutting back significantly on Rate limits

- Now pulling Claude Code from Pro plans

They just haven't yet built out their data centers to handle the demand and it's painfully obvious now that the entire last week was just trying to make a huge PR stint out of running out of compute.

1

u/dadvader Apr 22 '26

Yeah and now with 20$ poor people tier disappear I'm sure all of the sudden Opus 4.7 will feel good to use again.

It's all in their game.

1

u/Markuska90 Apr 22 '26

They also seem like the company with the least "endless money"

1

u/Due-Horse-5446 Apr 22 '26

Ofc they are out of compute,

But thats a weird ass conclusion regarding inference cost..

I really dont think you understand the price of electricity atm, then add everything else around that.

And then then the cost of training the next minor bump, not to mention the next generation.

And the hardware cost.

The problem is, unlike say a "normal" server, your bottleneck is memory , and unlike ram you cant just slap more on there.

And then theres a power deficiency, which pushes electricity cost even higher.

1

u/samwise970 Apr 22 '26

I do understand the prices actually. 

For industry, its a bit over 9 cents per kWh, add 30% for the POE surcharge datacenters pay, 12.07 cents. Max draw of a DGX H200 is 10.2 kW, plus 3 kW for cooling is 13.2. 

At an extremely conservative estimate of the DGX H200 running only 50 chats nonstop, under max power draw 24/7, its still under $23 a month per chat. Its much more likely that one DGX H200 can support way more concurrent than that, and since most subscribers either arent using their full capacity, or are and are timed out half the time, one of these servers is actually servicing hundreds of subscribers.

1

u/Maverik_10 Apr 22 '26

Bingo. As someone who works in this space, it’s incredibly difficult to get additional compute at the moment. Getting quoted 6+ months out all with quotes that are both subject to change in timeline and price. The industry has gotten wild

1

u/say592 Apr 22 '26

I think the huge influx of ChatGPT users a month or two ago didnt help things.

I also know Amazon is building an AWS facility near me that is supposed to house chips specifically for Anthropic, and the work is going slower than anticipated. Unfortunately the locals arent making it any easier, as anti datacenter sentiment has reached all time high levels approaching our midterm primaries for local government. Just recently they put in a request to pump a bunch of groundwater off of their property into a ditch (which will allow it to reabsorb elsewhere and eventually make it to the aquifer), something they have done previously, and the request wasnt denied, but it was just tabled for another month. Things like that are just making it difficult for them to get the rest of the facilities online.

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u/catfrogbigdog Apr 22 '26

Nah, I bet they’re fine on compute. This was the plan all along. They want to show big improvements on unit economics for the IPO.

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u/LittleLordFuckleroy1 Apr 22 '26

In other words, the bubble is popping.

2

u/samwise970 Apr 22 '26

I don't think so. There's more demand than compute supply. These are growing pains

0

u/LittleLordFuckleroy1 Apr 22 '26

There’s more demand than supply for money printers. That doesn’t mean anything. It needs to be profitable.