41–50 of 69 posts
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?
- They've had to commit to minimum spend with their suppliers and their actual usage is below that level, so they might as well give it to end-users. That implies either their demand is waning or their forecasts were off.
- They want the usage numbers for this period to be higher and are willing to spend money to achieve it. I guess if they're about to IPO maybe showing more usage is good?
- They've got a lot of competition and want to keep market share. With lots of new models coming out, some of them much cheaper than Anthropic's options, you can see why this might make sense but it's effectively burning cash, so they won't want to keep doing that for long I'd guess...
Hmm ok. The fact 5.6 Sol performs around Fable level and is included without mega token spend in the subscriptions means I’ve promoted codex to my primary harness and model. The latest release of the CLI, app, and desktop fills a lot of the gaps. Anthropic painted itself into a corner with fable at many turns and this latest twist is one of the more interesting. Either fable is too expensive to run at scale, or they’…
Exactly. We are all on Claude where I work but as soon as the costs rise we are migrating. Changing to a new coding agent stack feels like it will be about as much effort as migrating to a new keyboard. Gross or painful for about a week or two.
Hmm ok. The fact 5.6 Sol performs around Fable level and is included without mega token spend in the subscriptions means I’ve promoted codex to my primary harness and model. The latest release of the CLI, app, and desktop fills a lot of the gaps. Anthropic painted itself into a corner with fable at many turns and this latest twist is one of the more interesting. Either fable is too expensive to run at scale, or they’…
Just that given its cost efficiency, claude subscription isn't attractive at all when fable is removed.
Earlier quoted context omitted.
Exactly. We are all on Claude where I work but as soon as the costs rise we are migrating. Changing to a new coding agent stack feels like it will be about as much effort as migrating to a new keyboard. Gross or painful for about a week or two.
Which is why these companies must be overvalued. This is the definition of a commodity. We have no loyalty to any vendor or model, it's just about capability, price and performance and there can only be so many more increments in capability before these models are good enough that it doesn't matter which you use for 99.9 pct of tasks and the frontier moves on to robotics or the next hard domain (which OpenAI / Anthro…
But 50% more limit is completely unexpected to me
> From May 13, 2026 through July 19, 2026, your weekly usage limit in Claude Code is 50% higher. 5-hour usage limits are not affected by this promotion.
Before ChatGPT there was some amount of dignity to AI research labs, but no more. It's crazy to see how far things have fallen in just a few years.
These manipulative flip-flop monetization tactics are worse than gatcha games and Roblox, and everyone's eating it up like it's normal and they didn't notice the frog got boiled.
I can't use Fable at work because all prompts are saved for "safety". I can't use Fable at home as the API pricing is much too expensive while codex is heavily subsidized with generous limits. Who is using Fable?