alt Hacker NewsIn the simplest calculation, if you get 200M people on a $200/mo pro max plan, that's $500B annual revenue.
This is a "utility" mindset. If you bet that Anthropic is just like a monthly electric bill, then it's within the realm of possibility.
For the record - I don't think that's gonna happen.
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I don't think they are betting on that many people subscribing to their $200/mo plan, there's pretty much no upside in using a frontier model for the average consumer.
But on the flip side I don't think aiming for 1M businesses spending $40k a month in token in average is going to be more viable. And I'm not sure having 1000 corporations spending $40M a month is a option either.
How many thousand more datacenters would that need, and what would be the ongoing (massive) cost of deprecating hardware in that world?
FWIW I max out my pro max plan basically every week, not even using Fable any more. I think it's just a matter of people figuring out how to apply tokens effectively.