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by eaglelamp
102 days ago
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If they have spare capacity then there is no opportunity cost to selling $100 subscriptions for exactly that reason. If they don’t have spare capacity then, at the margin, they could replace a subscription user with API calls that make them $5000: that’s opportunity cost. If you own equity in Anthropic you should care about that cost. Maybe you are willing to tolerate it to win market share, but for you to make the most profit you need that cost to shrink. |
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