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But if you use the $100 a month Claude Max plan, and you would use it to the weekly limit by going full ‘agentic coding’ (so almost no human in the loop) you would use an amount of tokens that would cost you more than $1000 at API-pricing.
If I watch 600 movies every day on my netflix subscription I am using more energy than I pay them for. Obviously everyone is like me. Therefore they are losing money overall.
Wait, their (netflix) earnings say they made a profit last quarter. But my calculations were waterproof!
Probably anthropic are not net positive, but they are not spending 10x what people pay them for tokens.







You’re right that people can and do max out the expensive plans. Its very difficult to say how often. I just think a majority of anthropics customers are businesses, who often pay per token for easier scaling etc. According to the company, enterprise employees use about $150-$250 per month, (possibly max plans have similar use, which would support your view) but thats in API tokens which they probably have big margins on, so it’s less likely anthropic are burning money on inference. If you want to convince me otherwise, its not enough to say that it can happen, it has to be frequent enough to outweigh the B2B sales. They are however likely losing money overall due to training costs etc.