Early stage founder here. You have no idea how worth it $200/month is as a multiple on what compensation is required to fund good engineers. Absolutely the highest ROI thing I have done in the life of the company so far.
At this point, question is when does Amazon tell Anthropic to stop because it’s gotta be running up a huge bill. I don’t think they can continue offering the $200 plan for too long even with Amazon’s deep pocket.
I don't know, I have to figure out another way to count money I guess, but that $200 gives me a lot of worth, far more than 200. I guess if you like sleeping and do other stuff than drive Claude Code all the time, you might have a different feeling. For us it works well.
My question wasn't if the $200 was worth it to the buyer. Renting an H100 for a month is gonna cost around $1000 ($1.33+/hr). Pretend the use isn't bursty (but really it is). If you could get 6 people on one, the company is making money selling inference.
I don't understand. Obviously I can't run Opus on an H100, only Anthropic can do that since they are the only ones with the model. I am assuming they are using H100s, and that an all-in cost for an H100 comes to less then $1000/month, and doing some back of the envelope math to say if they had a fleet of H100s at their disposal, that it would take six people running it flat out, for the $200/month plan to be profitable.