[simonw]

So far it's all fitting into my current $100/month Claude Max subscription. I got lucky: I had 80% of my weekly allowance left and it resets tomorrow, so I'm burning tokens to try and use it all up by then.

Update: looks like I've spent $82.92 in Fable 5 API priced tokens so far today (still all included in my subscription.)

Here's a TIL on how I'm calculating spending using AgentsView: https://til.simonwillison.net/llms/agentsview-custom-model-p...

[diffuse_l]

Seems like weekly allowance got reset back to 0%, pretty usual when they deploy new models.

[EstanislaoStan]

Have you seen Fable randomly jump from 50% session limit to 100%? That happened to me a couple hours ago. It was preceded by a bunch of errors about failing to submit a bunch of screenshots.

[SyneRyder]

I haven't noticed that, but I did notice that on a single turn of maybe a few sentences, the cache hit was somehow roughly 500K. Either that's a bug, or there are some truly massive thinking blocks or Claude Code harness system injections behind the scenes.

[simonw]

Nothing like that for me yet.

[EstanislaoStan]

I'm thinking the 1M context limit bit me here. Only on Max x5.

[blackqueeriroh]

Simon is also on Max x5

[layoric]

AFAICT come June 22, you won't be able to use your subscription for Fable 5?

[ethanpil]

Per the "Availability" section of the page, seems like should come back to all plans eventually...

* From today through June 22, Fable 5 is included on Pro, Max, Team, and seat-based Enterprise plans at no extra cost.

* On June 23, we’ll remove Fable 5 from those plans. Using it after that will require usage credits. If capacity allows, we’ll extend the included window.

* After this point—when sufficient capacity allows us to do so—we aim to restore Fable 5 as a standard part of subscription plans. We intend to do this as quickly as we can.

[trueno]

wut in tarnation

[klardotsh]

Coding plans are a (massive) subsidy. We can debate until the cows come home whether western frontier models' API pricing rates are fair, but the coding plans are all heavy discounts below those API rates meant to draw people in and get them hooked (and, ostensibly, to be useful for hobbyists or other lower-usage cases).

It's been discussed at length (on this site, on other sites, on like every blog ever, etc) that, eventually, those subsidies will end, much as the $5-10 Ubers/Lyfts I used to take from the far north end of Chicago into the Loop in 2016 would eventually end once those companies had a footing and didn't need to hook folks.

So - yeah, I mean, a v5 model launching in a year where Anthropic has a rather deeply established market and in a year where AI costs are rising from nearly all providers (sometimes for multiple reasons) seems like exactly the thing I'd expect them to pull the subsidy plug on after a launch teaser.

(Even the open-weight models sometimes do this: for example, OpenCode Zen/Go has a rotating door of free models at any given time that eventually leave the free tier and move into the paid tier once the launch day hype/marketing dies down)

[oblio]

The worst part is that Uber "only" lost about $30bn. AI will probably lose at least $300bn by the time the bubble pops. Which means that the pressure to hook and enshittify will be at least 10x as high.

Also, a fun website: https://isaiprofitable.com/ (thr numbers are probably made up)

[JoshuaJosephson]

Take Anthropic revenue. 8B in 2025, 5.5B in 26Q1, and 10B in Q2, yet the chart shows a total of only $6B lifetime revenue generated.

[km3r]

Problem with that website/perspective is separating training costs from inference costs. Training is a one time cost, and while it is certainly not something you can completely ignore, it being one time changes the answer to "Is AI profitable?".

That site doesn't list the dozens of companies doing pure inference, and making a profit while doing so.

[Escapade5160]

They gave everyone double usage to try it.