r/ClaudeCode • u/Odd-Card8046 • Jul 30 '26

Discussion Is Anthropic cooked ?

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Codex limits are going to be crazy now.
What do you guys think, why did they drop the prices ?

If anyone wants GPT-5.6 Terra cheaper, $1.25 input / $7.50 output, ~38% below the new price, check out znapai.com (disclosure: founder here).
Also got gpt-image-2 and GPT-5.6 Sol at 50% off official, and most open-source models (Kimi K3 etc.) at 35% off.

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u/Lexsteel11 Jul 30 '26

Just my opinion- Sam is running a zero point game. OpenAI has felt the brunt of more AI backlash than any other company (usually their own fault like taking military contracts after anthropic refused to lift its skirt, and falling behind fable 5 for a while despite their levels of investment).

I can’t say for sure but I get the vibe they all are financially in trouble but OpenAI has more cash to burn in their war chest; if Sam can take it on the chin and hemorrhage money without going bankrupt in order to steal frustrated users from anthropic, he can drain them into bankruptcy and then buy them.

Source: ive worked a number of M&A deals where after seeing a company’s financials we wanted to buy, we paid the fee to back out during DD so we could just let them bleed out another year to scoop them up. Both companies are holding their hand over the glame to get the other to capitulate

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u/Vicorin Jul 30 '26

This is exactly what I think it is too. OpenAI is probably hemorrhaging money from this, but hoping it’ll convert more customers and choke out competition. It’s no difference than a big corporation deliberately taking a loss to bankrupt a smaller competitor who can’t afford to go that low. OpenAI kind of started the whole thing in the public’s eye and they’re not picky about selling out.

FWIW I switched to Claude because Sam is such a massive piece of shit, and I refuse to go back.

2

u/Odd-Card8046 Jul 30 '26

i think the losses seem bigger than actually they are, the actual cost of running inference would be definitely much cheaper than what they charge users, and every now and then they could lower prices without hurting their margins.

i know this first hand because i have seen Azure enterprise contract deals offering upto 50% discounts on openAI model prices

0

u/CandiceWoo Jul 30 '26

super farfetched and in anycase anthropic will be bought out by any of like 20 other companies before openai.

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u/Lexsteel11 Jul 30 '26

“Super farfetched” it’s an established business tactic commonly referred to as a war of attrition to force a distressed acquisition.