Earlier quoted context omitted.
>Pricing/usage will be very simple - a fixed subscription and we will no longer know the tokenomics because the provider will have greatly abstracted and optimized the cost per token, favoring a model that they can optimize margin against a fixed revenue floor. Personally, I think it's far more likely that a year from now either SotA models will have shifted elsewhere or Anthropic will have changed their pricing mode…
Claude’s wide adoption makes it more likely Anthropic will stay SotA, as do the max plans. This is the training data they crave to be able to improve, and it’s costing them peanuts while identifying customers who’ll pay and building loyalty. The data flywheel enabled by Claude is the closest thing to a vault any of the models have right now.
Even on a Max plan, it's not hard to completely blow through your usage limits if you try to use Opus heavily.
All it takes is another provider to land a combination of model and cost that makes Code less of a deal for vendor lock-in to become a problem.