揭秘 Claude Max 和 ChatGPT Pro 的定价套路
Anthropic 预计实现首个盈利季度，利润达 5.59 亿美元。SemiAnalysis 分析指出，Claude Max 订阅每月提供价值 8000 美元的计算资源，但仅收费 200 美元，ChatGPT Pro 则提供 14000 美元价值。这种定价模式类似健身房，多数用户未用满额度，实际使用量可能仅占上限的 10-15%。重度用户由轻度用户补贴，而非公司亏损承担。
Anthropic is projecting its first profitable quarter ever ($559M). SemiAnalysis says Claude Max del...
Anthropic is projecting its first profitable quarter ever ($559M). SemiAnalysis says Claude Max delivers $8,000/mo in compute for $200. Something doesn't add up, right? SemiAnalysis ran the math on Claude Max and ChatGPT Pro. Bought each plan, maxed out the usage, and calculated compute value at API rates. $8,000/mo for Claude. $14,000/mo for ChatGPT. Everyone concluded the same thing: these companies are burning cash to buy your loyalty. You probably knew that already. Interestingly, planet Fitness is profitable because 60% of members don't show up in a given month. They price low enough that non-users don't bother canceling. The $200/mo AI plans work the same way. The $8,000 figure assumes you hit the cap. Most subscribers don't. The $200 tier is basically for people who've hit a specific wall. Most people haven't. So the real math isn't "$200 for $8,000 in compute." It's: what does the median subscriber actually use? If it's 10-15% of the cap, the blended economics look completely different. The heavy users aren't subsidized by Anthropic's balance sheet. They're subsidized by the subscribers who pay $200 and barely touch it. This was me btw. Now back on the $100/mo plan. This is the business model. Airlines, insurance companies, and every gym on earth run this way. There's one number that would settle this: the actual usage distribution across Max subscribers. What percentage hit 90% of the cap? What percentage stay under 20%? Nobody has published it. Not SemiAnalysis, not the financial press, not Anthropic. I'd love to see this chart but my guess is that there are a lot of people that are using it less than 50% of the limit. Chubby♨️ @kimmonismus Subscription plans are massively subsidized. And by massively, I mean absurdly: Claude Max 20x: $200/month, with usage reportedly worth around $8,000 ChatGPT Pro 20x: $200/month, with usage reportedly worth around $14,000 🔗 View Quoted Tweet 💬 4 🔄 0 ❤️ 4 👀 728 📊 4 ⚡