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
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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