Except Fable won’t be costing $100 for enterprises that will be considering the Chinese models.

If $100 Claud Max subscription works for you, then great.

But you have to remember your pricing is subsidized by enterprises that pay hundreds of thousands of dollars each month, if not more, to Anthropic.

For those companies, a Chinese model that can cut their AI spend from $1M/month to $200k suddenly seems attractive.

And unfortunately for the American tech industry, the valuation is based off those enterprise deals, not your $100/month Claude Max subscription.