It has been pointed out that while Claude Max and ChatGPT Pro cost $200 per month, they allow users to use tokens worth approximately $8,000 and $14,000 respectively.



Anthropic offers the 'Claude Max' plan, and OpenAI offers the 'ChatGPT Pro' plan, both priced at $200 per month (approximately 32,000 yen). These are the top-tier plans offered by each company and are therefore very expensive, but on the other hand, users receive tokens far exceeding the amount paid, leading to the perception that they are 'very good value.'




Research firm SemiAnalysis subscribed to one of each type of Anthropic and OpenAI subscription and continuously applied coding workload until the weekly limit was reached. As a result, it was revealed that, compared to current API rates, a $200/month plan can yield up to approximately $8,000 (approximately 1.28 million yen) in token volume with Claude Max (20x) and up to $14,000 (approximately 2.24 million yen) with ChatGPT Pro (20x).



In other words, the point is that using APIs is far more expensive. SemiAnalysis stated that 'assuming both companies have a 75% gross profit margin on APIs, the margins each company earns from subscriptions would be as follows,' pointing out that subscriptions become significantly more cost-effective the more you use them.



In response to these criticisms, some have commented, 'I don't think this pricing is sustainable.'




However, some point out that the pricing method is ambiguous.

While OpenAI's API-based token usage is calculated to be more expensive, the Wall Street Journal reports that OpenAI is considering lowering its token price. Sources say that executives are beginning to express reluctance about the company's high fees and are trying to poach customers from rival Anthropic by lowering prices.

Exclusive | OpenAI Considers Drastic Price Cuts, Anticipating War for Users With Anthropic - WSJ
https://www.wsj.com/tech/ai/openai-considers-drastic-price-cuts-anticipating-war-for-users-with-anthropic-9b8c178e?st=1Yyrco

While OpenAI has partnered with Microsoft, Anthropic has secured massive processing power by collaborating with xAI and Google. xAI is making a fortune by leasing out data centers, to the point that some say it's like real estate investment.

xAI is looking more like a datacentre REIT than a frontier lab - Martin Alderson
https://martinalderson.com/posts/xais-new-rental-business/

Anthropic and OpenAI are both preparing for initial public offerings (IPOs).

Anthropic announces private filing for an initial public offering (IPO), accelerating competition with OpenAI and xAI in the AI market - GIGAZINE



OpenAI files documents for IPO, also announces plans for 'automated AI researchers' - GIGAZINE

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in AI, Posted by log1p_kr