But if things do start getting tight for AI providers, then they'll just ramp down the consumer side of everything
See here's the thing: they can't ramp down. Anthropic alone has over $400 billion in non-cancellable commitments on infrastructure projects to plan for more AI capacity. If this stuff doesn't have mass appeal they are screwed. The option to change course just isn't there.
No I meant specifically ramping down the consumer side of their platforms by doing things like drastically cutting the usage of consumer accounts, moving things like image gen over to the B2B side exclusively, and so on. They lose a lot of money with these consumer plans they offer; my current usage on the $100/mo Claude Max plan would have cost probably about $15k-$20k if I were paying API rates.
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u/The_Last_Weed_Bender 6h ago
See here's the thing: they can't ramp down. Anthropic alone has over $400 billion in non-cancellable commitments on infrastructure projects to plan for more AI capacity. If this stuff doesn't have mass appeal they are screwed. The option to change course just isn't there.