[speakingmoistly]

> Maybe the root issue is that Anthropic is operating at a loss on their subscriptions

I'm pretty sure all of the LLM subscription businesses operate at a loss when it comes to fixed-price subscription [1]. The price needs to be low enough for regular consumers to consider "sane" (most people wouldn't pay more than 20$ monthly, it fits in well with the rest of the subscriptions people have been trained to tolerate), but usage quotas probably can't (citation needed, but it feels like a reasonable take) be constrained to an amount that would allow for real profit while remaining high enough to be useful (or at least non-obstructive).

[1] https://xcancel.com/sama/status/1876104315296968813