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torginus • yesterday at 5:59 PM • 3 replies • view on HN

I think that's by design - they're going to IPO soon so if they can get a significant percentage of users to switch from the $200 to the $500, they can 2.5x projected revenue.


Replies

glub • yesterday at 6:08 PM

Yeah, that's not going to happen. They are more likely to lose a lot of customers, unless Anthropic does the same thing.

But $200 is likely the ceiling of what people will pay for a subscription with usage based on vibes.

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adonese • yesterday at 6:02 PM

Very risky to do so especially considering how well is opus 5.5.

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Computer0 • yesterday at 9:27 PM

I am skeptical that individuals on the $200 and $500 plans make up that meaningful of a portion of revenue.