Ep. 036 - $200 Buys $12,000 of Opus Tokens, We Bought Every Plan (AI Cloud TCO) | Max Kan, Jordan Nanos, Andrew Megalaa

[Are Anthropic subscriptions subsidized, no] The reason for this is that A, their margins at API pricing are incredible. [..] consensus [is] 90% blended at this point. [and average subscription real usage is around] 10% with this [..] you end up with subscriptions having like, call it 50 to 60% like blended gross margins