Subscription math: Opus on Max costs ~4x DeepSeek tokens but wins on complexity, GPU payback ~10.8 months

teortaxesTex · x · 2026-10-30

teortaxesTex runs subscription economics with a correction from ChatGPT Pro: a given workload consumes 1/4 of the $200 ChatGPT Pro monthly capacity, and Claude Opus 5.5 tokens on Max cost 4x more than DeepSeek V4.1F's OpenCode tokens — yet Opus completes tasks with far fewer tokens (exponentially fewer on hard tasks), making it the better deal past some complexity threshold. At open-market GPU prices, serving this way would pay back GPUs in 10.8 months for DeepSeek, though realistically years given actual costs; Liang estimates 5-year Nvidia GPU depreciation. The author also disputes the "Chinese price wars force distillation" narrative and speculates Anthropic's Max-subscription economics are similarly involuted.

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