Anthropic IPO Buyers See Valuation as Low as $1.1T

Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by bluecalm on Saturday November 07, 2026 @12:35AM (#50401944)

Yeah I get it but I don't think it hurts Anthropic sub offerings. 200$ or 500$ or whatever it's going to be is low enough that even slight edge is worth paying for business use case. They will likely go into local proprietary models as well (we train our model on your data and you run it on your premises so you meet data retention regulation).

While I am a big fan of open models and I hope I can run local Opus 5.5 level model locally in the future I will still be using Opus 7.5 or whatever it's going to be for anything business related then. Again, the problem here is that they are not making enough from those subs and API is 20x+ more expensive.

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Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by verdverm on Saturday November 07, 2026 @01:50PM (#50406935)

Business do not get subscription plans as they are largely not available, certainly Anthropic is not offering them under the contractual obligations businesses want. It's all per-token.

Then you have to consider automations and user facing products. A quota based subscription is not enough or risks being shut off after too many tokens are used. These are the primary places open weights are disrupting closed, expensive models.

Eventually, token vendors will be commoditized and the average user will have an effectively unlimited plan, but we are not there yet.

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