A new analysis from SemiAnalysis found that power users can extract far more value in AI tokens than they pay for.
• ChatGPT Plus ($20/month) delivers roughly $700 worth of token usage at its limits.
• ChatGPT Pro ($200/month) can provide around $14,000 worth of tokens.
• Claude Max ($100/month) shows about $2,000 in token costs.
The problem? AI companies charge a fixed monthly fee while their costs scale with how much users actually use the models.
According to the analysis, OpenAI subscriptions become unprofitable when users consume less than 15% of their allotted capacity, while Anthropic’s threshold is around 20%.
The biggest surprise: the most expensive plans may have the worst economics. At heavy usage levels, some premium tiers reportedly generate losses of hundreds of percent on a per-user basis.
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JUST IN: Google’s $900 million investment in SpaceX has reportedly grown to $100 billion
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Google
JUST IN: Google’s $900 million investment in SpaceX has reportedly grown to $100 billion
MOST PEOPLE HAVE NO IDEA HOW GOOD OF AN INVESTOR GOOGLE IS
6% OF SPACEX
14% OF ANTHROPIC
75% OF WAYMO
$900M INTO SPACEX IN 2015 →
NOW WORTH $115B
$13B INTO ANTHROPIC → NOW WORTH $140B
WAYMO JUST RAISED $16B AT A $126B VALUATION → GOOGLE’S STAKE WORTH ~$95B.
THOSE THREE BETS ALONE ARE WORTH OVER $350B AND THEY HAVE 100’S MORE SMALLER ONES $GOOGL
6% OF SPACEX
14% OF ANTHROPIC
75% OF WAYMO
$900M INTO SPACEX IN 2015 →
NOW WORTH $115B
$13B INTO ANTHROPIC → NOW WORTH $140B
WAYMO JUST RAISED $16B AT A $126B VALUATION → GOOGLE’S STAKE WORTH ~$95B.
THOSE THREE BETS ALONE ARE WORTH OVER $350B AND THEY HAVE 100’S MORE SMALLER ONES $GOOGL
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🚨BREAKING: ANTHROPIC SUED FOR FRAUD
A customer filed a federal class-action lawsuit Monday claiming he hit 15% of weekly allowance in just one 5-hour sprint.
“The actual usage provided by the Max 5x and Max 20x plans is far below the advertised amount.”
They are calling it marketing fraud.
A customer filed a federal class-action lawsuit Monday claiming he hit 15% of weekly allowance in just one 5-hour sprint.
“The actual usage provided by the Max 5x and Max 20x plans is far below the advertised amount.”
They are calling it marketing fraud.
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🚨BREAKING: SpaceX stock closed up 19.6% on its first full day of trading today
Elon Musk said “SpaceX might be able to reach around $1T revenue in 2030” 🤯
Elon Musk said “SpaceX might be able to reach around $1T revenue in 2030” 🤯
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You can now pretend to be an AI chatbot.
Real people ask questions to the "AI" chatbot, and on the other end, you answer them.
It also works the other way around: you can ask questions to the "AI" chatbot that other users answer.
https://youraislopbores.me
Real people ask questions to the "AI" chatbot, and on the other end, you answer them.
It also works the other way around: you can ask questions to the "AI" chatbot that other users answer.
https://youraislopbores.me
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🚨BREAKING: SpaceX has formally agreed to acquire Cursor for $60 billion in an all-stock deal
Grok Build INCOMING
Grok Build INCOMING
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OPENAI 🔥: Codex now supports Chrome DevTools Protocol for browser use. This is a huge superpower that will allow Codex to inspect and modify any website.
It is still a very early implementation, but I bet that in several years this will be a default browser capability. If websites are loaded through AI, users will be able to customize their UX on the fly.
This is the way 👀
It is still a very early implementation, but I bet that in several years this will be a default browser capability. If websites are loaded through AI, users will be able to customize their UX on the fly.
This is the way 👀
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ANTHROPIC 🔥: Claude users will continue being able to use their subscriptions for programmatic use, built on top of the Agent SDK.
> Earlier, Anthropic shared an announcement that they will pause programmatic use consuming subscription rate limits.
> Recently, users have received emails notifying them that this is no longer a plan.
In case you’ve missed it 👀
> Earlier, Anthropic shared an announcement that they will pause programmatic use consuming subscription rate limits.
> Recently, users have received emails notifying them that this is no longer a plan.
In case you’ve missed it 👀
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ANTHROPIC 🔥: Looks like a Voice Mode upgrade has started rolling out on Claude mobile apps. Voice mode is getting multilingual!
It is likely just a first step ahead of a broader upgrade. Upcoming model selector appearance may signal an underlying model improvement coming.
Besides that, the voice mode icon has a new “phone call” variant in the latest iOS build. Sus!
Testing time if you got it 👀
It is likely just a first step ahead of a broader upgrade. Upcoming model selector appearance may signal an underlying model improvement coming.
Besides that, the voice mode icon has a new “phone call” variant in the latest iOS build. Sus!
Testing time if you got it 👀
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XAI 🔥: Grok Imagine 1.5 Fast has been rolled out! It features a better quality and faster generation time.
> 720p videos now render in about 25 seconds, down from 40+ in our previous model.
> 720p videos now render in about 25 seconds, down from 40+ in our previous model.
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OPENAI 🔥: Scheduled tasks on ChatGPT got an upgrade along with a new dedicated page.
Additionally, OpenAI is sunsetting the ChatGPT Pulse feature available to Pro users.
> A better way to schedule tasks. Scheduled tasks are faster, more reliable, and easier to manage
> The new scheduled tasks experience is rolling out to Go, Plus, Pro, Business, and Enterprise users on web and mobile.
Additionally, OpenAI is sunsetting the ChatGPT Pulse feature available to Pro users.
> A better way to schedule tasks. Scheduled tasks are faster, more reliable, and easier to manage
> The new scheduled tasks experience is rolling out to Go, Plus, Pro, Business, and Enterprise users on web and mobile.
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Midjourney announced its first hardware product, a full-body ultrasonic scanner.
Besides that, Midjourney is working on 4 new hardware and 4 new software projects.
Midjourney Medical 👀
Besides that, Midjourney is working on 4 new hardware and 4 new software projects.
Midjourney Medical 👀
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ANTHROPIC 🔥: Claude Fable 5 may become available again in the “coming days”, according to Anthropic's Managing Director of International Chris Ciauri during a press conference in Seoul on Wednesday
> “We are very confident that in the coming days, the models will become available again,”
Soon? 👀
> “We are very confident that in the coming days, the models will become available again,”
Soon? 👀
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