It reads that if your $200/month sub is actually letting you spend $10k/month worth of compute, a heck of a lot of people are not going to make that jump if Anthropic start actually charging what it’s costing them to not go bankrupt.
Costs for inference have already dropped dramatically in the last few years; I think it's reasonable for Anthropic (and others) to prioritize market share as long given their ease of access to capital.
