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Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by weird-eye-issue on Thursday October 29, 2026 @02:34AM (#50285245)
I disagree because with their subscriptions and people using Opus I doubt the majority of users are hitting their limits often so this would just burn compute on their end
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by bronlund on Thursday October 29, 2026 @02:49AM (#50285325)
They need to prove there is a demand in order to attract more funding. Funding they are completely depended on.
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by brookst on Thursday October 29, 2026 @08:28AM (#50287874)
Do you really think there’s not enough organic demand so they have to fake it?

I run three 20x max accounts to 100% every week. I could easily use more if I could afford it.

And obviously they wouldn’t IPO if they didn’t need to raise cash, but have you read the S1?

Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by weird-eye-issue on Thursday October 29, 2026 @08:28PM (#50298304)
No, surely some feature which is already just using cached input tokens is the secret to their next funding round
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by queenkjuul on Thursday October 29, 2026 @02:55AM (#50285361)
Enterprises pay API rates though and they account for the vast majority of revenue
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by weird-eye-issue on Thursday October 29, 2026 @03:03AM (#50285422)
The vast majority of revenue from Claude Code or from their integrating the API in their own apps?
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by krzyk on Thursday October 29, 2026 @03:45AM (#50285650)
All the programmers that work in companies with > 150 employees are forced into API pricing.

You could decide where most work.

Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by weird-eye-issue on Thursday October 29, 2026 @04:01AM (#50285784)
I would just say don't underestimate how many consumer/one person companies/freelancers have a Claude sub right now. Especially with all the AI hype on social media its a real frenzy. Would definitely be interesting to see a breakdown. My company spends way more on the API we integrate into our own app compared to our Claude Code sub costs so that's why I was trying to make the distinction across different API usage
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by krzyk on Thursday October 29, 2026 @04:29AM (#50286023)
Our company doesn't integrate API at all. And we have claude code (obviously with API rates).
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by weird-eye-issue on Thursday October 29, 2026 @04:53AM (#50286187)
Yeah I'd like to see a breakdown because I think there is a huge boom in single person subscriptions that is not sustainable long-term (they will churn high like consumer churn rates, not traditional b2b)
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by brookst on Thursday October 29, 2026 @08:30AM (#50287893)
They published the numbers. 83% of revenue is API rates, 17% is subscription (individual and small business).
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by weird-eye-issue on Thursday October 29, 2026 @10:25PM (#50299136)
Lots of end-user API usage is from consumers and small businesses though, like a lot of my business's users
Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by queenkjuul on Friday October 30, 2026 @01:20PM (#50307097)
25℅ of all their revenue comes from just 5 companies

https://www.forbes.com/sites/fionariley/2026/10/26/top-surpr...

They are entirely living on enterprise API rates

Re:Claude Code burns ~15–20% of your tokens on a 3-word stat... by sshine on Thursday October 29, 2026 @03:35AM (#50285591)
API vs. Subscriptions

I don’t know if there’s any openly available statistics on how API costs divide between Claude Code, Claude SDK, raw API, and via OpenRouter.