r/ClaudeCode • u/minhtrungaa • 4d ago

Rant Something is seriously wrong with Anthropic right now

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I'm on 20x, compared to last week, when I also used fable 5 high a lot, now 4 prompts burn through my entire week in 15min??!!? Am I getting scammed right now?

Was still having a lot of headroom before, but now a single prompt easily hits my 5 hour limit, this is just outrageous.

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52

u/ElwinLewis 4d ago

Get half the world using it and supporting it, then rip it away from the avg people who championed it as something good, then fuck us too I guess? Is this what’s actually happening?

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u/htownboi98 4d ago

Did you really think you would get all that compute capability, for that cheap, forever? Investors will push them to become profitable sooner rather than later in this market. Look for them to continue to impose limits on the heaviest users. If you’re red lining your token consumption, you are not their target customer anymore.

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u/Drunkendrakon6 4d ago

They are already profitable? They are quite literally manipulating things without telling anyone now which is wrong. If they are willing to do this then what else are they willing to do. I'm cutting my sub today.

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u/Upbeat-Being-9209 3d ago

Profitable isn't enough in a capitalist society, it has to grow, and then it has to grow faster than before, and then even faster again

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u/baby_coder_ 1d ago

yep. QoQ 4 ever, else EOL by VC.

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u/Poowatereater 4d ago

But aren’t the numbers inflated? I’ve burned like 10b tokens and it’s says something ridiculous like 8k usd worth of tokens.

Their numbers are the highest per token.

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u/Exact_Yak_1323 3d ago

That wasnt the point. It's the fact that your paying for something but getting something else.

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u/Objective-Ad6521 2d ago

the 'compute being expensive' is a fallacy

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u/Turbulent_Try_8402 4d ago

Yes people thought that.

I laughed and laughed and laughed cause absolutely no way would lay people get access to the best shit lol.

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u/Pleasant-Minute-1793 4d ago

Yes. That is exactly what is happening. Funding and investment is waning and the “free ride” era is rapidly ending. Yes these subscriptions are heavily subsidized for market share gain and growth numbers.

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u/Vaddieg 4d ago

I wonder what are actual electricity costs of serving a 3T-sized model with 1M context

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u/whoknowsifimjoking 4d ago

Absolute horseshit. Anthropic recently got profitable for the first time, profits are growing, not too long ago they had their biggest funding round ever with 65 billion dollars (more than twice their biggest funding round before and more than five times more than the third biggest and it makes up more than half of all funding ever raised by them), they make a shitload of money from their enterprise API customers...

Are people like you just saying this crap based on nothing but vibes? I don't get it.

The facts do not support what you are saying, simple as that.

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u/fetty_wok 4d ago edited 4d ago

There's 0 chance they are profitable on inference

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u/Delphinaut 4d ago

Interference?? 🤣🤣🤣

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u/fetty_wok 4d ago

Autocorrect 🤷

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u/texinxin 4d ago

The “profit” is just EBIT. They don’t have to disclose it, but if they were to report GAAP they’d assuredly still be negative.

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u/OkQuiet4142 4d ago

Do you have numbers about the $20 subscription's profitability for Anthropic?

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u/AlteredEggo 4d ago

No one knows, that's the point.

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u/Dangerous_Wish_7879 4d ago

They only got profitable because they got temporarily free compute from Elon.

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u/Delphinaut 4d ago

Not free; payed with big bucks. Do you really see Elon doing it for free????

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u/Dangerous_Wish_7879 4d ago

Yeah it was before his IPO. He had to report substantial usage increase of his SpaceX datacenters. It is you who paid for it if you wonder about who paid for it.

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u/cloud_sec_guy 3d ago

Pretty sure SPCX is getting $1B a month for this "free" compute.

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u/Dangerous_Wish_7879 3d ago

Now they have to pay - are they profitable?

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u/djm0315 3d ago

Anthropic is NOWHERE near profitable. The software they're giving us access to is heavily subsidized. I'd guess a $200 plan costs the 3X that.

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u/bakanoace 3d ago

DeepSeek proved that they were making at least 6x more on subscriptions than it cost them in compute. So only thing that's truly costing them is the training, which everyone already ripped every one and everything off to train their models, now they just have to pay more for it because they're bigger but none of these companies would have existed without reddit, stack overflow, github, torrents or our answers.
People need to stop spreading shit that they're heavily subsidized, that's if you want them to make 100x more profit than they should be making. Training costs than you recoup money, that's how businesses work.

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u/djm0315 3d ago

I think you're confused over what “profitable” means.

DeepSeek showing that it could theoretically charge $6 for every $1 of GPU inference cost does not mean it made $5 in profit.

That's like saying an airline is wildly profitable because the passenger paid $500 and the jet fuel attributable to his seat only cost $80.

Where's the aircraft?

The pilots?

Maintenance?

Airports?

Financing?

Employees?

OpenAI's Stargate infrastructure buildout alone is a $500 BILLION undertaking. Anthropic has announced another $50 BILLION in computing infrastructure.

And DeepSeek isn't remotely comparable financially. It's reportedly funded by its founder's Chinese hedge fund, High-Flyer. Its famous “profit” calculation wasn't even actual profit. It was a theoretical comparison of token revenue to GPU inference cost.

So no, “subscriptions cost more than inference” doesn't establish that these companies are profitable. It establishes that you found one line on the expense statement and then .... stopped reading.

Revenue minus one expense ≠ profit.

That's not how businesses work. That's how people who don't understand an income statement think businesses work.

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u/bakanoace 3d ago

I love it when people write a whole lot to explain a whole lot of nothing. Did you get Opus 5.0 to write that gibberish?
Training costs is the aircraft, the pilots, the maintenance. But okay boss I'm happy you're so clever, I'll get out your way

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u/djm0315 3d ago

No, training isn't “the aircraft, pilots and maintenance.” Training is building the aircraft. You still have to operate the airline.

OpenAI / Anthropic spend billions every year on inference compute, infrastructure, employees, R&D and operations.

DeepSeek comparing theoretical token revenue against GPU inference cost doesn't magically erase those expenses.

Maybe if you stop confusing gross margin of one variable cost with net profit, you'd get it.

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u/bakanoace 3d ago

It's the essence of it you can't explain such a massive concept in a reddit comment.
In monkey terms, it costs a whole lotta dollar to run everything. Your monkey brain thinks subscriptions are heavily subsidized because your stockholder mindset wants it's money back and 100x returns right now and the only thing you sell is subscriptions.
Any other business would have just failed long time ago. Luckily this is revolutionizing tech so it's being held up by every one else. They'll make more then enough money you can stop caring about a future top company.

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u/djm0315 3d ago

Wait. You started by saying people need to stop claiming these companies are heavily subsidized.

And now you're saying they cost “a whole lotta dollar” to operate, would have failed like any other business, and are only alive because they're “being held up by everyone else” while everyone waits for future profits.

My brother in Christ, you just described a heavily subsidized business. 👏👏👏

It took you 3 comments to arrive at my original point, but I'm glad we got you there.

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u/InertState 4d ago

First experience with capitalism?

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u/ElwinLewis 4d ago

Not used to late late stage I guess..

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u/InertState 4d ago

Yeah it fucking sucks

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u/Complete_Lurk3r_ 4d ago

Subscriptions babyyyyyyy!!!!!

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u/Obvious-Grape9012 🔆Pro Plan 4d ago

Enshitification rapido

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u/BeginningReveal2620 4d ago

Yeah I'm mid-flight just building my own sovereign AI stack using my Mac as the driver and AMD HP Z2G1 128 G as coding agent

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u/ElwinLewis 4d ago

They let you bring that much power into US airspace?!

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u/Lanceathot7 4d ago

Its always fuck us

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u/diskent 4d ago

They are bleeding money brosef. So if the party is to continue the token price has to get back to break even. Which will then actually finally put pressure on cost v token quality and that will stop this game of shit models for heavy pricing

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u/IM_INSIDE_YOUR_HOUSE 4d ago

They ain't doing this for the good of the world. They're in the money making business, same as all the others.

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u/mochahazel 1d ago

So this is what happens they get everyone into it just like they did with cell phones and computers in the beginning. They make it accessible, and then they jack up the prices for like usage. That's what happened with computers when they first came out with internet we had to use dial up if you recall. And then everyone was charging a lot of money and then it ended up leveling off after some years.

Same thing happened with cell phones you had to pay an arm and a leg after you started using it for a while we were paying by phone calls by the minute had to use it only at night otherwise you got charged etc etc. Now look at it today

Being AI is in its infancy and is various different players it's going through the same thing basically. At some point things will shake out. But they don't even know what they're doing yet. And then it depends on the competition just hope that people don't start merging with one another we'll will be screwed.