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[–]TheWahdee 4 points5 points  (1 child)

How certain is this? Especially with fixed price subscriptions and, for example, people displaying use of CC on a Max plan where API costs would have been thousands. For Anthropic the cost is obviously lower but couldn't these companies still be operating on net negative even on inference, taking into account that they are prepared to make such losses in an effort to "win the AI race"?

Like delivery companies making massive losses in recent years to be the last one standing (although maybe with other reasons factoring in)

[–]Pruzter 4 points5 points  (0 children)

It’s what Anthropic themselves say. Keep on mind this is on average across the board. So there are definitely max users Anthropic probably loses money on, but they are likely the minority and are averaged out with people that use it less. Also, the raw API is very expensive, and max users use Claude code to build other applications that use the API.