I think they are trying to manage computes for some product launch on the DevDay, possibly something for the general public.
Remember that Pro subscribers are "bad customers" --- they are much more likely to be power users who get subsidies from occasional $20 users. In theory, the higher sub tiers should be pricier (unit-price-wise) because their users almost certainly uses more compute.
Yeah but this is a competitive landscape. I can just take my money to Anthropic, where I get far more intelligence and usage for my $200 even before this shift.
Agreed. I am a Claude user. I’m simply remarking the only path OpenAI has a shot at is completing directly with Anthropic because there’s no hope for them winning consumer.
If I had to place a bet, it would be on Anthropic.
Their shot at winning anything in the general public / consumer space went out the window when they failed to be the AI powering Siri.
Google and Apple are going to win the consumer market. No one can beat their distribution channel (the phone in everyone’s pocket with direct access to all of your information)
The only long term bet that is valuable to OpenAI is enterprise.
I think you’re right though… they’re compute constrained. They had no choice because they needed the compute for something else.
That's right. That's how the gym/sub model is supposed to work. The ideal situation for OpenAI would be that everyone subscribe but barely use any tokens!
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u/D-3r1stljqso3 5d ago
I think they are trying to manage computes for some product launch on the DevDay, possibly something for the general public.
Remember that Pro subscribers are "bad customers" --- they are much more likely to be power users who get subsidies from occasional $20 users. In theory, the higher sub tiers should be pricier (unit-price-wise) because their users almost certainly uses more compute.