Except Fable won’t be costing $100 for enterprises that will be considering the Chinese models.
If $100 Claud Max subscription works for you, then great.
But you have to remember your pricing is subsidized by enterprises that pay hundreds of thousands of dollars each month, if not more, to Anthropic.
For those companies, a Chinese model that can cut their AI spend from $1M/month to $200k suddenly seems attractive.
And unfortunately for the American tech industry, the valuation is based off those enterprise deals, not your $100/month Claude Max subscription.
Didn’t deepseek recently announce prices will go up significantly?
Right now the US dominates everyone else in actual chips in data centers. So even if deepseek etc tries to undercut, they’re very capacity limited.
> not your $100/month..
This is made brutally obvious by anthropics customer support for people with such accounts.
Yeah, fair. If we were talking $2,000/mo vs $200 then the maths starts looking very different.
I don’t think the industry knows how to price this stuff. Deepseek is great (I’m running it on a RTX 6000 pro setup) but it’s nothing like Fable. It’s still strongly human-in-the-loop which is fine, until you experience how good these models can be.
Think about it this way.
Let’s say you could buy an LLM that gets things right 98% of the time. But there’s another LLM that’s 100x the price but gets things right 99.9% of the time. To the lay person this sounds trivial but to a serious business this intelligence gap could represent millions, or billions of dollars.