alt Hacker NewsClaude says my token spend is $15k per week. I’m being charged $50.
They can only do that because of circular finance deals and other fraud. Those deals are also the reason a machine that’d run ~ Claude Opus 4.6 locally costs $5000 instead of the original $1400 MSRP.
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For $15k you can rent like 14x B200 on-demand at retail prices and run them continuously for a week.
According to this analysis, at 70 tokens per second for Kimi K3, you could expect to run >800 parallel streams on that setup:
Frying pan infomercials say I'm getting a £200 value for only £29.99. I'd take their claims with a pinch of salt
Their margins are 90-95%. If I have a gym that charges $50 for an hour pass, but $100 for a month "subscription", would you feel the same way, that you got $36k of value?
For antitrust purposes below-cost pricing is not expressly illegal. It is only illegal if there is a “dangerous probability” that the firm in question will be able to recoup its losses after eliminating its competitors by taking away all their demand and then jacking up prices when they’re the only game in town. In the case of your Claude tokens, even if they’re being sold below cost, they’re being sold for more than anyone else is selling tokens. So it’s hard to argue that they’re going to drive everyone else out of the market with their pricing.