The fixed consumption plans are offering several times their worth compared to API pricing with completely free cache reads: https://she-llac.com/claude-limits

I look at that and think that they must be losing money hand over fist on something like this, not that this shows what their margins are like. If their margins are like this then I don't see why they'd be raising money and shuffling it around in circles.

> If it's really that easy to get better coding performance, why haven't the chinese labs replicated it?

Nobody said it would be easy! I just think it's possible, and that presumably they will get around to doing it at some point.