dax@thdxr1d ago

i know this is not the point but here's the math on this claude is expensive, 90% margins wouldn't be crazy that means if the average user of the $200 plan spends $2000, they break even. even if they offer $8000 max, the average will be less let's say the average is $3200 - so they lose $120 per user here the api business these users drive (which is 90% margin) just has to cover this if they have 1M $200 subscribers (probably overestimate) that's $120M in loss. they just need $133M in api spend for it to break even (which they have) if they can break even then yeah run it aggressively till you consume the world these specific numbers are made up but hopefully you can see it's not as dumb as you imagine