SemiAnalysis Figures Cited: 92% Anthropic API Margin, -360% Loss on Maxed-Out Opus Subscriptions
teortaxesTex · x · 2026-10-10
teortaxesTex argues Anthropic's API pricing exposes 'obscene' margins: citing SemiAnalysis, API margin is said to be 92%, while subscriptions lose roughly -360% if a user maxes out a full month on Opus. He notes Anthropic now sells a $100 plan that includes '$100 worth' of API calls — at their cost, essentially a free plastic bag. Figures are third-party estimates, not officially confirmed.
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