641–650 of 676 posts
Anthropic’s “Head of Growth” claims this is a “test”: https://x.com/TheAmolAvasare/status/2046724659039932830 This does not explain the changes to documentation.
Wait what, so they're testing giving new users misleading information about included services in each tier as an upsell tactic?
5000 angry users who leave? maybe keep it. 500000 users leave? pretend it was just documentation mis-prints or an oversight, etc.
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None of the companies I deal with (~40) are on the API. Some where, but that experiment lasted a month. Until they go public, we are all just guessing.
CC has such egregious API subsidies that it’s hard to not to leverage it unless the license tells an enterprise otherwise. Love the subsidized pricing while it lasts.
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> Individual users barely matter. Individuals are the ones that push for new tools at work though.
A fraction of them do. Many just use whatever the employer provides to get their job done. HN users only represent a small sample of the overall software developers which is nowhere nearly enthusiastic about new things. Source: what I witnessed at my company
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Maybe they're putting out a weather balloon to test sentiment. That way when they're caught they can just point at the other page to say it was just a mistake.
Confirmed, 2% of users don't see Claude code included https://x.com/i/status/2046724659039932830
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I ran OpenCode + GLM-5.1 for three weeks during my vacation. It’s okay. It thinks a lot more to get to a similar result as Claude. So it’s slower. It’s congested during peak hours. It has quirks as the context gets close to full. But if you’re stuck with no better model, it’s better than local models and no models. I have to say, OpenCode’s OpenUI has taught me what modern TUIs can be like. Claude’s TUI feels more li…
To be clear, was OpenCode a better in your opinion compared to ClaudeCode?
In spite of how glitchy Claude feels, it makes decisions fast.
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Agriculture, oil drilling, trucking, etc...
The machines in those sectors do not cost nearly as much as doing the same work manually. Not even close.
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Same loved them, told my team about them, got them to switch off of cursor, now I'm telling them to swap to Codex. Anthropic really pissed me off with their harness crap. They're well within their rights but their communication over it was enough to get me to swap. I don't need extra hurdles when there's a perfectly valid alternative right there. They don't have the advantage they think they do.
I think we are inevitably heading to using the cheap Chinese models like Kimi, GLM, and Minimax for the bulk of engineering tasks. Within 3-6 months they will be at Opus 4.6 level.
Opus is obviously the better model, but Cursor's "harness" is doing so much heavy lifting in terms of just magically supplying the broader context the model needs to understand the ramifications of its edits.
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Until magically all their demand vaporizes. I suspect a lot of people are like me. They got into this at the $20/month level individually to check things out. I'm not stressing things out, so I haven't moved up, but the moment I bump into a limit, I'll pull the trigger by default. Until then, I'm the sleeping dog, and you should let me lie. Well, Anthropic decided to kick me. Now, I'm investing the time to figure out…
I don't think they need the $20/month users when there are some who use over $1000 in tokens per day.
So, we've established a hard upper ceiling for what AI can extract per user at roughly $100K and more realistically at $10K per year. Basically, if using the AI costs the same as a human salary, it's going to get pushback. I mean, the whole point was to get rid of those pesky human salaries, after all.
So, there are about 2 million-ish software jobs in the US? It's more than 1 million but a far cry from 10 million. So that pencils in at $20 billion in the US per year total? That means that if an AI company literally won all the US software programmers, it would be worth max $200 billion to be bought out (10x revenue).
Now how much investment have the AI companies taken? Yeah, roughly that. And investors are going to want quite a bit more than that back.
Even if they had zero delivery costs, the AI companies are cooked long term. The moment your number bumps into "All the X in the US/World", you've got a problem.
Short term? Greater fool theory applies. And there appear to be a lot of them.
And all this is before we start getting into people exploring the open models. Most people were like me; we started on something like Claude and just stayed put because it was straightforward. Now that we've been kicked, we'll start looking at the other options.
Why would you even want a Claude subscription if not for Claude Code? Anthropic is obviously the best for programming, but probably nowhere else. Seems like a good way to onboard people to the Claude Code experience...everyone who's working seriously with it needs Opus, anyway. But, maybe that's the rub, if the Pro plan includes no Opus usage (which I think has always been the case), you might have a worse impression…
People subscribed to chatgpt before there was codex. Why wouldnt a Claude subscription stand on its own without Claude Code? In fact it’s probably a smart move for Anthropic to split it out.