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by mgrund 15 days ago
The big question is if they manage to keep on their enterprise consumers. Vowing changes nothing, they will be looking at the actual numbers.

Dissatisfaction is kind of expected (my cost goes up 2 orders of magnitude and I already cancelled since there are better options at market rate). Complaining without change won’t matter.

3 comments

With big enterprises, at least the one my account hangs on, the process of replacing the supplier would take months just to get through all the enterprise hoops. Not sure if anyone wants to get on that. I would assume buying Microsoft is somewhat simpler than buying some startup not yet on the holy list of divine supplies. Said enterprise just this year managed to bulk buy JetBrains licenses for everyone that then got suspended. For everyone. Twice. With 30days between cases. So I may be cynic but that’s earned!
This the the pricing model for Anthropic now too for business customers over 150 seats - under 150 you can take the Team plan at $25/mth & it’s similar to the personal plans, but Enterprise you’re billed by the token (with a $20/seat minimum but the tokens are pooled together). This is the AI Uber moment where the VCs stop subsiding your fares.
To be fair the margins on inference should be pretty good for Anthropic and OpenAI.

The token cost for very large open models seems to indicate that. Of course DeepSeek is probably subsidizing their current pricing to a significant extent but then you have all other provides on OpenRouter and I can't imagine it would make sense for them to operate at a significant loss since they don't offer anything but inference.

Anthropic is just utilizing its position to maximize the prices as much as possible and see what the market can bear and of course they are not even close to offsetting their R&D and capital investments.

If LLMs become commoditized and open models become good enough for most use cases its hard to imagine that prices won't drop (and the AI bubble popping as a consequence of that...)

What are the better options? I need something that works in VSCode.
You can use Claude and Copilot via AWS Bedrock, and there are VSCode plugins for that https://dev.to/aws-builders/setting-up-aws-bedrock-with-clau...