Where Anthropic f'ed up was treating their monetization the way they treat model training. Turns out that success in experimentation is not transferrable. They have tried to find the highest that the market pays for sota models; however, on the consumer side, this is just too confusing and unsettling: "You can only use Fable for a week as a part of your plan" "Be ready! You have to start paying per token!" "Nevermind…
The only B2C is going to be watered down ad-driven BS, and they will charge B2B via tokens.
The $50/mo - $200/mo consumer LLM subscription is not something I expect to last long / or to drive much of the revenue share... like individuals paying for Gmail vs Googles overall business.