Some users endorse Anthropic's enterprise revenue focus as realistic and fair given low consumer share, while others call the shift bullshit, accuse the company of hating users, and predict doom.
Based on 16 visible X reactions from 133 accounts; directional sample.
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@kimmonismus Exactly. SemiAnalysis reports that consumer subscriptions account for only about 5% of Anthropic's total revenue, so they really have no incentive to cater to individual users.
@kimmonismus Отлично. Тогда, почему бы им просто не перестать ебать мозги и не съебаться в b2b полностью? Желательно, закрыв вонючий рот Дарио.
@kimmonismus TBH i agree with you. Anthropic hates its users, generally! But this will be their doom!
@kimmonismus that’s a fair point, the enterprise moat really is everything.
@kimmonismus Exactly. SemiAnalysis reports that consumer subscriptions account for only about 5% of Anthropic's total revenue, so they really have no incentive to cater to individual users.
@kimmonismus Отлично. Тогда, почему бы им просто не перестать ебать мозги и не съебаться в b2b полностью? Желательно, закрыв вонючий рот Дарио.
@kimmonismus TBH i agree with you. Anthropic hates its users, generally! But this will be their doom!
@kimmonismus 💯
sorry, i call bs. In my opinion, Anthropic isn't worried about losing customers. And the reason is quite simple: They barely make any money in the B2C sector. Subscriptions are heavily subsidized; their compute and Fable 5 are primarily intended for businesses and enterprises, and these customers are willing to pay immensely high costs for them. This is also Anthropic's main source of revenue; it's the area where they are far ahead of OpenAI. Dario certainly isn't losing sleep over this and isn't running around hysterically because he's afraid consumers will cancel their subsidized Max plans due to the lack of Fable 5. At best, this will free up more compute for the relevant areas.
People quoted me saying that sub-plans arent subsidized. They are wrong. SemiAnalysis ran a test a few days ago. Plans are heavily subsidized. https://x.com/SemiAnalysis_/status/2064815044085318040?s=20
Some users endorse Anthropic's enterprise revenue focus as realistic and fair given low consumer share, while others call the shift bullshit, accuse the company of hating users, and predict doom.
Based on 16 visible X reactions from 133 accounts; directional sample.
Ask a question below.
Published answers will appear here.
sorry, i call bs. In my opinion, Anthropic isn't worried about losing customers. And the reason is quite simple: They barely make any money in the B2C sector. Subscriptions are heavily subsidized; their compute and Fable 5 are primarily intended for businesses and enterprises, and these customers are willing to pay immensely high costs for them. This is also Anthropic's main source of revenue; it's the area where they are far ahead of OpenAI. Dario certainly isn't losing sleep over this and isn't running around hysterically because he's afraid consumers will cancel their subsidized Max plans due to the lack of Fable 5. At best, this will free up more compute for the relevant areas.