一段关于 Anthropic 每月 200 美元 Claude 订阅方案的热议认为，重度用户每月可能消耗高达 8000 美元的算力，CEO Dario Amodei 无法长期以 200 美元出售这么多算力，因此需要推动封禁开源模型。粗略测算显示，只有用户平均消耗约 2000 美元时才能打平；若平均消耗 3200 美元，每用户约亏损 120 美元，需靠高毛利的 API 收入来弥补。
i know this is not the point but here's the math on this claude is expensive, 90% margins wouldn't be crazy that means if the average user of the $200 plan spends $2000, they break even. even if they offer $8000 max, the average will be less let's say the average is $3200 - so they lose $120 per user here the api business these users drive (which is 90% margin) just has to cover this if they have 1M $200 subscribers (probably overestimate) that's $120M in loss. they just need $133M in api spend for it to break even (which they have) if they can break even then yeah run it aggressively till you consume the world these specific numbers are made up but hopefully you can see it's not as dumb as you imagine
This whole circus is nonsense, Dario knows he can’t keep selling $8k/mo of compute for $200 and he needs open source banned. That is all.
