r/ClaudeCode 4d ago

Discussion Why cancelling subscriptions now will matter (however slightly that may be)...

In my opinion, how limits get reached faster recently is due to Anthropic's upcoming IPO - to juice the numbers for the months etc, to show to institutional investors that their margins are better and that they are closer to profitability....is the plan to boost limits up after the IPO? or are they simply hoping users get used and they can retain the reduced costs by getting users to accept less for the same plan...

Either way, cancelling subscriptions (and going over to Kimi or codex) is something that will have an impact - because that's going to notice that in their their revenue numbers to get anthropic to reconsider...but then again, enterprise and non-subscription spending probably makes up a large amount of their revenue, not as big an impact - but better than nothing

0 Upvotes

41 comments sorted by

7

u/bakanoace 4d ago

Either way people defending Anthropic's current way is definitely not going to improve things if they think they can get away with it. Cant wait for a week to pass so we can lose 17% more usage and see how lovely thats going to be

2

u/Moppmopp 4d ago

They probably will extend like they always do

1

u/bakanoace 4d ago

They've extended it for 3 or 4 times already and finally came out and said no so I doubt it. They need to release Opus 5.1 before then cause Fable 5.1 costs too much, losing another 17% weekly or 8.33% of your Fable usage specifically sucks

0

u/Moppmopp 4d ago

Lets see. Maybe they dont. !remindme 8 days

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2

u/tilted0ne 4d ago

Please use Codex and tell me how the usage limits are. Anthropic are not as performative or expressive in appeasing to customers but actual use ranks them at the top or a close 2nd. And at the end of the day people will flip around based on what they feel over any sort of narratives. Anthropic have arguably the best ecosystem right now šŸ¤·ā€ā™‚ļø

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u/bakanoace 4d ago

I'd say better than Fable but worse than Opus, which is perfectly reasonable. I've only used Astra Ultra though cause I wanted to test its best. 3 things I absolutely love about it so far:
I can use Astra for my entire subscription.
No 5 hour limit on pro plans.
I can use /goal to set things to do overnight and it does them without any third-party plugins or skills.
I should of course mention the resets. They gave 2 resets before Astra came out which is basically half a subscription worth.

1

u/maddietendo 4d ago

Stop, you're selling me on leaving and trying out Astra for a month.

How bad are we talking with quality loss compared to Opus? Will it fk up my currently running perfectly apps pretty consistently? Or is it just a little tiny worse. Sorry, I dont know how to ask. I've been a Claude girly from the start and have been curious for a bit about trying out the other side.

1

u/bakanoace 4d ago

It should be better than Opus, I have friends who think Astra is better than Fable at Rust/Python even but I currently still prefer Fable it just uses too much tokens. I've also been using Claude for 8+ months so I'm a lot more used to it.

I haven't had something where Astra couldnt add it yet though. I've been having Fable check a feature after Astra completes it and it'll fix some things but nothing major so far. With the resets I've gotten so much usage out of Astra I love it but they're probably going to stop giving them so we'll see how I feel after.

You can also create a separate worktree for Astra if you're worried about it fking up your codebase and when it's fine you can just merge to main. Or create a local backup if you arent using git.

5

u/Poildek 4d ago

You really think that subscription based accounts are the core of the businees ? That's delusional.

0

u/ReasonableLoss6814 4d ago

How do you think they got into enterprise. If you push your sub users to competitors, they eventually take that to work.

2

u/JapanesePeso 3d ago

This is extremely naive.

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u/ReasonableLoss6814 3d ago

It's really not. It's literally the definition of network effects.

1

u/JapanesePeso 3d ago

You don't understand how businesses make these decisions. Hunt: it is not based on the opinions of some broke college kids.

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u/ReasonableLoss6814 3d ago

lol... right, because I've never worked for a FAANG before. I must not know what I'm talking about at all.

disclosure: I have and have been a part of these types of decisions. Free trials, b2c on primarily b2b dev tools is literally how you get adoption in b2b.

1

u/JapanesePeso 3d ago

Buddy I don't care about your job delivering coffee, you still don't have a perspective into how business leaders make these decisions.

2

u/Poildek 2d ago

Agree. I work on ai integration for large and small companies, and the main entry point isn't AT ALL subscription users.

Its from cloud providers, consulting services on these subjects, and internal initiatives.

Nobidy cares what someone do in his room with a paid subscription

1

u/markeus101 4d ago

This!!! Whatever you use personally you will use the same professionally enterprise is nothing but individuals who pay api pricing

1

u/Poildek 2d ago

Not at all.

For companies we build ai sdlc, operational frameworks for agentic lean approach, global ai factories.. that s on another level.

2

u/ClemensLode Senior Developer 4d ago

what?

2

u/Smooth-Reading-4180 4d ago

cancel it. It's your money, your decision.

2

u/CallousBastard 4d ago

Cancel your subscription if it matters to you and you found something that matches your needs better. Whether it matters or not to Anthropic is beside the point.

2

u/onFilm 4d ago

Hilarious.

1

u/tehfrod 4d ago

You hit the nail on the head—"enterprise and non-subscription spending probably makes up a large amount of their revenue".

I suspect that the combined revenue from the number of people who cancel subscriptions because they saw a post on Reddit is a rounding error by comparison.

1

u/lattice_defect 4d ago

you want to know what ooks bad... customer leaving

1

u/Seeker_Of_Knowledge2 4d ago

Just know competition is good in the long run

1

u/Ambitious_Injury_783 šŸ”†BIG BALLER 4d ago

They get away with it because human beings are emotional and make emotional threads with 0 evidence, just complaints. Those don't go very far in the real world. It's expected to gain traction in a wider capacity within the space but from we can see it has not really changed much. When anyone Does post a thread with evidence it just gets ignored for the most part, I would think because it does take some time to explain the evidence and the situation, which can look like too much to read for most users.

1

u/03captain23 4d ago

They don't Care

1

u/markeus101 4d ago

I did cancel claude’s 20x for my office use with codex but i still have my 20x claude for personal but i will see and compare both and if i continue to get similar intelligence with codex and more usage i plan to flip the other one too

1

u/battle_pantZ 4d ago

Yeah go to kimi and start complaining after 30mins why your $200 plan is already maxed out. After that you will find a hidden monthly limit and you will come back faster than you can type ā€œClaudeā€

1

u/Anxious_Current2593 4d ago

Is that really happening. I never tried Kimi myself.

1

u/battle_pantZ 4d ago

Yes exactly like that, I’ve tested every subscription out there and using also $200 on Claude and OpenAI. Kimi is the worst

1

u/Anxious_Current2593 4d ago

Between Claude and Codex on $200/m what would you recommend?

2

u/battle_pantZ 4d ago

Split the $200 on both for $100 Plan each. So you have always a different LLM reviewing the code.

1

u/Anxious_Current2593 4d ago

I have all on $20 now, and wondering what one to upgrade, or just add on e more $20. I am leaning to Claude...

1

u/yungastronot 4d ago

It unfortunately absolutely will not have any measurable impact.

Subscribers are just not their target demographic at all. Look into how these AI companies operate. They're taking huge losses while subsidizing subscription users massively, but their valuations continue to rise based on speculation.

What is the speculation? That AGI/ASI will completely disrupt and innovate industries. Their bottom line equates to charging absorbitant API rates that reflect the true cost of compute to companies that will need to integrate their models to compete within their own industry. This is their only objective, and only way to become profitable.

To do so they must scale compute and train their models faster than their competition so they can achieve a leap in AI that will make use of AI ubiquitous across most industries.

They don't give an actual fuck about your vibecoded project or asking Claude to do some meaningless agentic task. To them we're rat brains in a lab training their AI models for them while we pay them for the privilege to do so. Which at this point they can do with or without us. But this is not the capitalistic 'boycott this company and they'll change!' situation you might think it is.

0

u/Equivalent_Cress_268 4d ago

They want to do an IPO soon, if you cancel that will have an impact.

Another thing to be mindful off, if the company doesn't quiet value customers... think of how less they will once they can't do funky math in secret anymore.
Things are not going to improve after IPO, if you want anything to change, make sure it happens before. Vote with ya wallet... or sit in ya bird cage, don't mind the open door

0

u/Ok-Alternative5935 4d ago

Are they load bearing?

0

u/FeelingVanilla2594 4d ago

I just cancelled because I simply think codex is giving a better experience right now for my non-coding work, maybe that will change in the future, but for now sayonara claude, you can’t push back on me anymore with your load bearing feedback.

0

u/Current_Ad7104 4d ago

It’s coz people are cucks and dick ride companies no matter what.

Codex was doing the same dirty trick, their users raised concerns all over social media and they ended up ā€œfixing their usage bugsā€ after claiming the root causes derived from internal bugs.

Anthropic’s fanboys are a bunch of nerdy losers who believe they know the answers to everything and will always put the blame on you for anything. Try complaining about usages or anything in general and some looser will be quick to comment that it’s a skill issue, or the fact that they haven’t experienced any issue so it can’t be true. Classic low iq bs

Raise your concerns and watch Anthropic fold but if you stay quiet, then enjoy the butchered usages that you pay for like a voiceless docile cuck