No matter how low and reasonably Anthropic is valued, don't think $200 Max plans are going to recoup the investment + some return on top because size of the software industry is not that huge and profit margins for AI inference aren't very high either.
Pro and Max plans are probably a drop in the bucket for them.
And nor are they trying to. If you are spending $200 a month, you are a mere tolerated nuisance. The company I work for gives every developer a $5000 a month allowance to Claude and I think there are around 500-600 people eligible for it.
> because size of the software industry is not that huge
I onboarded marketing on a premium team Claude seat yesterday. And one of our sales vibecoded an internal tool in the last three weeks using Claude Code that they now use every day. I wouldn’t have imagined it a month ago. We still had to take care of deployment for him, but things are moving fast.