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Claude Code May–July 2026 weekly limits promotion

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Re: Claude Code May–July 2026 weekly limits promotion

#31

Post by bwfan123 »

jurgenaut23 wrote: post #15

As I read somewhere, “I smell fear”. But we should all be afraid. Not only Anthropic isn’t anywhere close to being profitable, but the whole gang of frontier labs, breastfed with a mix of VC money and pension funds from the average Joe, is being pressured by Chinese lab. I just hope they find some defensible moat someday, or these $$$ are going to go up in smoke.

> but the whole gang of frontier labs, breastfed with a mix of VC money and pension funds from the average Joe, is being pressured by Chinese lab

Can you point to data that suggests rate of token revenue growth is slowing ? This announcement, and the price cuts from openai are hints in the direction of pressure from open weights models but not conclusive.

Re: Claude Code May–July 2026 weekly limits promotion

#32

Post by bryzaguy »

j_maffe wrote: post #21
bryzaguy wrote: post #17

I was hoping to switch to Claude but was waiting until they had a better model than Codex 5.5. When Fable came out I immediately bought the $100 plan. When the government shut it down they gave the option to cancel which I appreciated. I planned to subscribe again once it was back. However, removing it from the subscription once back has really soured me. I can't help feeling like it was a bait and switch. Even if th…

They announced from the start that Fable was going to be on subscription for a trial period only, no?

Maybe that's on me for missing it. Either way, the improvement is not enough for me to justify the extra cost.

Re: Claude Code May–July 2026 weekly limits promotion

#33

Post by swader999 »

mil22 wrote: post #11

The triple whammy of (a) two layers of annoying timed usage windows, (b) constantly changing model availability windows, and (c) random unpredictable usage resets, is absolutely brutal for anyone who is trying to plan methodically and be efficient. One minute I'm trying to use an entire week's worth of quota in less than 24 hours, then moments later I read the deadline has been punted and I have only 25% remaining to…

Yeah I'm getting fed up with this dance. Especially when I'm trying to max out credits over a weekend.

Re: Claude Code May–July 2026 weekly limits promotion

#34

Post by raesene9 »

GaggiX wrote: post #22
sp4cec0wb0y wrote: post #10

Wonder what is going to happen when these companies can no longer subsidize their models and they have to hike up the prices.

Didn't Anthropic register their first profitable quarter?

I think until they produce full financial information, which will happen I expect when their S-1 is published, we won't have a good picture on Anthropics true position.

There's a lot of different ways to calculate "profitable" depending on what's included or excluded...

Re: Claude Code May–July 2026 weekly limits promotion

#35

Post by zwily »

j_maffe wrote: post #21
bryzaguy wrote: post #17

I was hoping to switch to Claude but was waiting until they had a better model than Codex 5.5. When Fable came out I immediately bought the $100 plan. When the government shut it down they gave the option to cancel which I appreciated. I planned to subscribe again once it was back. However, removing it from the subscription once back has really soured me. I can't help feeling like it was a bait and switch. Even if th…

They announced from the start that Fable was going to be on subscription for a trial period only, no?

Yes but they've also said they want to get it permanently on the subscription plan.

Re: Claude Code May–July 2026 weekly limits promotion

#36

Post by qwytw »

sp4cec0wb0y wrote: post #10

Wonder what is going to happen when these companies can no longer subsidize their models and they have to hike up the prices.

It's not like it's realistically possible they are directly losing money on their API inference (subscriptions are maybe less clear but I think it wouldn't be far fetched to think that depending on real usage if they are at least break even).

So they either need to significantly increase usage or actually hike prices. But the second option exposes them to the risk of by undercut by open models which are priced only slightly above marginal cost.

At some point a lot of users might start thinking that Deepseek/GLM at 10th the price or less (based on Operouter pricing, using Deepseek itself for inference is of course not an option for a lot of companies) which just good enough for most use cases.

Re: Claude Code May–July 2026 weekly limits promotion

#37

Post by varispeed »

minimaxir wrote: post #9
Yiin wrote: post #5

but why? pressure from competition?

Yes. GPT-5.6 Sol is a sufficient economic substitute for Fable 5 power-wise, and Grok 4.5 is a sufficient economic substitute for Opus cost-wise.

I would say GPT-5.6 Sol is miles better at least in areas like legal work. Fable is still making stupid mistakes and display no understanding of what it reads and writes. Fable often makes logic and grammar mistakes that change the meaning of sentences, so you have to read everything carefully.

Re: Claude Code May–July 2026 weekly limits promotion

#38

Post by swader999 »

minimaxir wrote: post #9
Yiin wrote: post #5

but why? pressure from competition?

Yes. GPT-5.6 Sol is a sufficient economic substitute for Fable 5 power-wise, and Grok 4.5 is a sufficient economic substitute for Opus cost-wise.

What are the costs to get equivalent work done compared to the Claude code max 20x sub?
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