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by d1sxeyes 107 days ago
> If you assume API demand is unlimited

Doing a lot of heavy lifting here. Not everyone on a subscription plan would convert to a 200USD/mo API consumer.
1 comments
mike_hearn 106 days ago
No but demand comes from a lot of sources beyond vibe coders.
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d1sxeyes 106 days ago
True, but you need to run the optimisation function to calculate at what X does the increased revenue at lower margin from Pro Max subscribers outweigh the reduced revenue at higher margin for API consumers, and adjust your pricing to approach X.

I'm sure that Anthropic have some very smart folks on that right now.

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