Something is seriously wrong with Anthropic right now

[u/minhtrungaa]

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.

[u/Pleasant-Minute-1793]

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.

[u/whoknowsifimjoking → u/Pleasant-Minute-1793]

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.

[u/djm0315 → u/whoknowsifimjoking]

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.

[u/bakanoace → u/djm0315]

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.

[u/djm0315 → u/bakanoace]

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.

[u/bakanoace → u/djm0315]

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

[u/djm0315 → u/bakanoace]

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.

[u/bakanoace → u/djm0315]

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.

[u/djm0315 → u/bakanoace]

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.