> We do not know whether subscription plans are unprofitable at all.
That's pretty much certain. It's sort of cute when people like to pretend otherwise.
> Many seem to confuse API prices with the actual cost to serve the models, and thus reach the conclusion that subscriptions must be deeply unprofitable.
I don't make that mistake. I actually suspect that the actual costs may be higher than the API prices. I think those may still be subsidized.
> Anthropic is officially citing capacity constraints with the intent to bring the Fable model back to subscriptions plans as soon as capacity allows.
Yeah, I don't think they are being truthful at all.
> I don't make that mistake. I actually suspect that the actual costs may be higher than the API prices. I think those may still be subsidized.
how are you still under this delusion? so you think that all the hosting companies on openrouter are just burning money selling GLM 5.2 tokens at 1/6th the cost of opus 4.8 api pricing?
Mark Zuckerberg literally tweeted today that they are pricing Muse Spark 1.1 much lower because other companies have excessive margin.