←back to thread

71 points kristianp | 2 comments | | HN request time: 0.001s | source
Show context
extr ◴[] No.44611097[source]
Have been using this for awhile, I'm on the $100/mo Max plan and have been running $600-800/mo in terms of usage, and I'm hardly pushing it to the limits (missing lots of billing windows).

It makes me wonder what Anthropic's true margins are. I could believe they are overcharging via the API, Sonnet is $3/$15/Mtok and Opus at an ABSURD $15/$75/Mtok. But to break even for me, that would mean that they're overcharging by a factor 5x-10x, which doesn't seem possible. Is the music going to stop for Claude Code the same way it did for Cursor? I have to imagine every incentive in the world is pushing them to lower inference cost rather than introduce stricter limits, and unlike Cursor they can actually can reach into their stack and do this. But I'm not sure they're capable of miracles.

Regardless, I'm bullish Anthropic. Sonnet and Opus don't benchmark as well as O3/Grok4 at pure coding, and aren't as cheap as Kimi K2 for theoretically similar perf, but as any user knows they are top tier at instruction following, highly reliable and predictable, and have a certain intangible theory of mind that is unique to Anthropic.

replies(5): >>44611164 #>>44611202 #>>44611353 #>>44611401 #>>44611566 #
wyldfire ◴[] No.44611164[source]
> Sonnet and Opus don't benchmark as well as O3/Grok4 at pure coding

Do any of the others have a "claude code" local agent? Seems like a big gap IMO. Though, it should be pretty easy for them to close that gap.

I don't usually take too many moral stances but I feel like I can't use Grok. It's bad enough Musk did his Nazi salute but his AI product itself is a Nazi too? It might be good at coding but I really can't stomach using it.

replies(1): >>44611414 #
1. sothatsit ◴[] No.44611414[source]
FWIW, people report that Grok 4 is not very good at coding, and xAI admit this themselves when they said they will be releasing a separate coding model in "the next few weeks".

Also, Google does have Gemini CLI, OpenAI does have Codex CLI, and then there is Aider which can support any model. I think the big difference is that Anthropic's models are the best for this use-case right now, and Anthropic has the Max plan which makes a massive difference to the cost of using Claude Code compared to competitors (although the Gemini CLI has insane free tiers).

I'm not sure how this will play out in the future, because it seems to me that Claude Code does not have much of a moat beyond Anthropic having the best coding models right now, and them offering model usage at heavily discounted prices.

replies(1): >>44611593 #
2. ghuntley ◴[] No.44611593[source]
> people report that Grok 4 is not very good at coding

There are agentic models and oracle models. It can be modelled on a four-way quadrant of agent vs oracle and high safety vs low safety.

https://ghuntley.com/cars

Grok is oracle and low safety.