Subscription Plan Subsidies Underestimated

kimmonismus · x · 2026-07-12

SemiAnalysis conducted a hands-on test: they purchased various subscription tiers from Anthropic and OpenAI, running long-horizon coding tasks until hitting the weekly limits.

They found that while the public assumes a $200/month subscription equates to roughly $2000/month in API token value, actual tests reveal these plans are far more generous. This suggests platforms are subsidizing subscribers much more heavily than commonly estimated.

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