SemiAnalysis: Anthropic Subscriptions Offer 5x the Value of OpenAI's After Quota Cuts
机器之心 · wechat · 2026-10-06
OpenAI's Day 1 of its 28-day update streak delivered a 50% speed boost for GPT-6 Astra and GPT-6.1 Sol (30 to 50 TPS), covering OpenAI products and all Sign in with ChatGPT partners like OpenCode, Pi, Amp, and Devin. But some developers found the speed merely returned to launch-day levels and still trails Claude.
The same day, SemiAnalysis published a benchmark of subscription quotas across Anthropic, OpenAI, Meta, MiniMax, Moonshot, Z.ai, Cursor, and others, isolating input/cache-write/cache-read/output tokens to derive each plan's "API-equivalent value." Key findings:
- Mid-tier models drive the gap: Claude Opus 5.5 delivers roughly 5x the API-equivalent value of GPT-6.1 Sol, with Anthropic leading at every price tier even comparing raw tokens.
- OpenAI's recent changes halved the 200 USD plan's value; the new 500 USD tier offers only 21% more Astra quota than the old 200 USD plan, and all three tiers now offer identical value per dollar.
- One test account had 20% less quota due to a silent, tiny A/B test — vendors can quietly adjust quotas at any time.
SemiAnalysis estimates subscriptions are heavily subsidized (Anthropic's are 10% of revenue but may consume 40%+ of inference compute). Anthropic is tightening gradually by model tier, while OpenAI took the "nuclear option" of cutting all tiers to Fable level. Legacy 200 USD quotas expire October 29 — inside the 28-day window — so the real user backlash may be delayed.
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