I bet my house that after the promotional stuff ends they will change their mind and let you keep using Fable on subscription. Otherwise this is the end of their marketshare. These guys are complete idiots. I give them that
Bold of you to think individuals are a big part of their marketshare and explosive growth. My company introduced enterprise last month and the bill was US$110k for a few dozen folks using it Claude Code and Design.
Do the Pro and Max plans help with word of mouth and whatnot? Sure, but the individual with a Max plan (or 4...) are all subsidized by the big spenders
Companies up to 150 licenses are encouraged to use the Team plans instead of the Enterprise plans. And those work much more like personal plans and are included in this promotion
Individually those customers are a lot smaller than the big enterprise contracts, but there are a lot more of them
Well, it looks like I was right. The whole thing is just Anthropic hype strategy. TBH to me they look like idiots now after the Fable fiasco but they keep playing the same note. Hopefully they will finally be regulated for good.
36 people using Claude is not $1.3m per year. I can assure you that you do not know the full details of that agreement, assuming any of those figures are true.
There are plenty of FAANG (and adjacent Big Tech and FAANG wannabe start ups) staffers that burn $10k/month or more on Claude tokens. Just ask around if you're in Silicon Valley.
$10k/month * 36 people = $4.3m per year. $1.3m per year is a relative bargain!
I hate that you're right, but you're right. Twitter and HN can scream and yell as loud as they want but the fact is, enterprises are going to use Fable via API and pay the bills. In fact, restricting individuals probably makes it MORE likely that enterprises will pony up.
I would not call them idiots personally, they are just facing an extraordinary difficult situation with their open weight competition that's almost impossible to fix. They will have to aim for the high-end B2B market eventually, and attempt to lock out their competition through regulation or other means
Yeah, I've been crossing my fingers that they do some kind of reverse rug pull. I think most of the world is.
Smart marketing because it takes the wind out of your sails and then blows it right back and makes you feel like they're generous when all along they're just doing standard operating procedure.
Do the Pro and Max plans help with word of mouth and whatnot? Sure, but the individual with a Max plan (or 4...) are all subsidized by the big spenders