Not going back to anthropic as i love the alignment of 5.6 sol, but I'll start looking around

> we guarantee that over time you always get more work done and with an increasing level of quality

or your money back?

What blow my mind is the fact that 20/30 dollar subscription is not enough to sustain the business? Pushing for 200 dollars subscription to keep afloat with it. If like claimed there are 1 billion users and 10% do the 30usd/month means 1 dollar/day x 100 million. How is that not enough to maintain this prices? Then you have all the inside business happening (users data, targeted ads, worldwide insights and intelligence, even monopoly of narrative) which would be your real passive income profit.

Users dont use all the time the service so they compensate each-other with power users. So for now getting from users at least 36B/year making an estimate evaluation of 360B (other incomes included, evaluation goes up to near a trillion). Be happy team you are the only one that you made it, but is enough one mistake in this house of cards. Again struggling to understand this logic even though you have access to the best intelligence in the world...

"it will net out at half the dollar in API spend compared to the old Pro $200 plan"

So effectively 50% less usage.

Codex $200 usage was already lower than $200 of Claude for around 2 months now. Half of that means that subscription is not really worth it unless you max things out all the time. But if you're going to go with API rates, there are better priced options out there than whatever OpenAI provides.

This is a risky strategy for OpenAI, and time will tell how will this work. But my hunch is that this is a catastrophic blunder.

I was listening to Dario's podcast where he was talking about how the entire game is in predicting extremely well how much compute you buy in advance, and if you miscalculate, it's pretty much over.

Looks like OpenAI miscalculated.