Does the $200 Codex plan suck now?
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Someday, far into the future, my Someday, far into the future, my children will be using their Samma coins children will be using their Samma coins children will be using their Samma coins to try and buy dinner, and I'll have to to try and buy dinner, and I'll have to to try and buy dinner, and I'll have to explain to them that when I was a kid, explain to them that when I was a kid, explain to them that when I was a kid, we used to use US dollars in order to we used to use US dollars in order to we used to use US dollars in order to get our Samma coins, and we used to pay get our Samma coins, and we used to pay get our Samma coins, and we used to pay $200 for $1,200 of Samma coins. I know $200 for $1,200 of Samma coins. I know $200 for $1,200 of Samma coins. I know I'm memeing pretty hard here, but I'm memeing pretty hard here, but I'm memeing pretty hard here, but seriously, just a few weeks ago, a $200 seriously, just a few weeks ago, a $200 seriously, just a few weeks ago, a $200 plan on your Codex sub would get you up plan on your Codex sub would get you up plan on your Codex sub would get you up to $12,000 to $12,000 to $12,000 a month in inference. And on the Claude a month in inference. And on the Claude a month in inference. And on the Claude plan, it wasn't quite as much, but it plan, it wasn't quite as much, but it plan, it wasn't quite as much, but it was still 200 bucks in and $8,000 out. was still 200 bucks in and $8,000 out. was still 200 bucks in and $8,000 out. We got here in a way that was honestly We got here in a way that was honestly We got here in a way that was honestly kind of understandable. The $200 plans kind of understandable. The $200 plans kind of understandable. The $200 plans were introduced to feel unlimited back were introduced to feel unlimited back were introduced to feel unlimited back in the day where we would send maybe 10 in the day where we would send maybe 10 in the day where we would send maybe 10 or 15 prompts on our heaviest days, and or 15 prompts on our heaviest days, and or 15 prompts on our heaviest days, and we would get a response back in under 5 we would get a response back in under 5 we would get a response back in under 5 minutes, usually just touching a few minutes, usually just touching a few minutes, usually just touching a few files here and there. And when we were files here and there. And when we were files here and there. And when we were all using Sonnet to explore our code all using Sonnet to explore our code all using Sonnet to explore our code bases, $200 plans were practically bases, $200 plans were practically bases, $200 plans were practically unlimited. But as models got more and unlimited. But as models got more and unlimited. But as models got more and more capable and more and more more capable and more and more more capable and more and more expensive, neither OpenAI nor Anthropic expensive, neither OpenAI nor Anthropic expensive, neither OpenAI nor Anthropic wanted to take the optics hit of wanted to take the optics hit of wanted to take the optics hit of somebody being happy with how much usage somebody being happy with how much usage somebody being happy with how much usage they get for 200 bucks and just to have they get for 200 bucks and just to have they get for 200 bucks and just to have it stop feeling unlimited when the new it stop feeling unlimited when the new it stop feeling unlimited when the new model comes out. That has resulted in model comes out. That has resulted in model comes out. That has resulted in this crazy arms race where Anthropic and this crazy arms race where Anthropic and this crazy arms race where Anthropic and OpenAI kept subsidizing these plans more OpenAI kept subsidizing these plans more OpenAI kept subsidizing these plans more and more until we got to these crazy and more until we got to these crazy and more until we got to these crazy numbers. Right before Dev Day, Tibo made numbers. Right before Dev Day, Tibo made numbers. Right before Dev Day, Tibo made the biggest announcement that OpenAI has the biggest announcement that OpenAI has the biggest announcement that OpenAI has made arguably this year for us vibe made arguably this year for us vibe made arguably this year for us vibe coders. He announced that they would be coders. He announced that they would be coders. He announced that they would be changing how they calculate usage for changing how they calculate usage for changing how they calculate usage for the $200 plan, in effect giving you half
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the $200 plan, in effect giving you half the $200 plan, in effect giving you half as many dollars as you would have had as many dollars as you would have had as many dollars as you would have had before. That's pretty bad by itself, but before. That's pretty bad by itself, but before. That's pretty bad by itself, but I ran the numbers. I only got $570 I ran the numbers. I only got $570 I ran the numbers. I only got $570 out of a week of usage, which adds up to out of a week of usage, which adds up to out of a week of usage, which adds up to around two grand a month. So, is that around two grand a month. So, is that around two grand a month. So, is that the end? Did we really just go from 12K the end? Did we really just go from 12K the end? Did we really just go from 12K a month of usage to 2K and just smile a month of usage to 2K and just smile a month of usage to 2K and just smile and wave? Is there any reason to use the and wave? Is there any reason to use the and wave? Is there any reason to use the Codex sub and not the Claude sub, or is Codex sub and not the Claude sub, or is Codex sub and not the Claude sub, or is this just some secret plot to force us this just some secret plot to force us this just some secret plot to force us all onto the new $500 tier instead? And all onto the new $500 tier instead? And all onto the new $500 tier instead? And I can't wait to tell you those answers I can't wait to tell you those answers I can't wait to tell you those answers right after a quick break for today's right after a quick break for today's right after a quick break for today's sponsor. Agents need access to the sponsor. Agents need access to the sponsor. Agents need access to the internet to do tasks well. It's just a internet to do tasks well. It's just a internet to do tasks well. It's just a fact. It doesn't matter how smart the fact. It doesn't matter how smart the fact. It doesn't matter how smart the model is if it doesn't know how to get model is if it doesn't know how to get model is if it doesn't know how to get to the internet and reference the things to the internet and reference the things to the internet and reference the things it needs, it's not going to do a very it needs, it's not going to do a very it needs, it's not going to do a very good job. That's why your agents need a good job. That's why your agents need a good job. That's why your agents need a great browser. Ideally, today's sponsor, great browser. Ideally, today's sponsor, great browser. Ideally, today's sponsor, Browserbase. These guys built the Browserbase. These guys built the Browserbase. These guys built the perfect browser for your agents so that perfect browser for your agents so that perfect browser for your agents so that they have access to the entire web. And they have access to the entire web. And they have access to the entire web. And I don't mean just the browser. I mean I don't mean just the browser. I mean I don't mean just the browser. I mean all the different APIs, search all the different APIs, search all the different APIs, search capabilities, and more that your agents capabilities, and more that your agents capabilities, and more that your agents need to do all of this. None of that is need to do all of this. None of that is need to do all of this. None of that is my favorite part of Browserbase though. my favorite part of Browserbase though. my favorite part of Browserbase though. I've said for a while that Stagehand is I've said for a while that Stagehand is I've said for a while that Stagehand is the coolest thing they're building. If the coolest thing they're building. If the coolest thing they're building. If you're not familiar, Stagehand is an you're not familiar, Stagehand is an you're not familiar, Stagehand is an open-source SDK that allows your agents open-source SDK that allows your agents open-source SDK that allows your agents to do things on web pages with plain to do things on web pages with plain to do things on web pages with plain English instead of having to define English instead of having to define English instead of having to define every single element that they're every single element that they're every single element that they're interacting with. I know showing code interacting with. I know showing code interacting with. I know showing code isn't the cool thing to do nowadays, but isn't the cool thing to do nowadays, but isn't the cool thing to do nowadays, but look at what I mean here. You can grab look at what I mean here. You can grab look at what I mean here. You can grab fields from the page by awaiting fields from the page by awaiting fields from the page by awaiting stagehand.observe description, like find stagehand.observe description, like find stagehand.observe description, like find the email input or find the password the email input or find the password the email input or find the password input. And once you've identified these input. And once you've identified these input. And once you've identified these fields, you can fill them with different fields, you can fill them with different fields, you can fill them with different variables and whatever else you want to variables and whatever else you want to variables and whatever else you want to do. This is so useful, especially when do. This is so useful, especially when do. This is so useful, especially when you combine it with their Zod you combine it with their Zod you combine it with their Zod implementation that lets you get
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implementation that lets you get implementation that lets you get validated data out of a page. This is validated data out of a page. This is validated data out of a page. This is great for you and me writing the code, great for you and me writing the code, great for you and me writing the code, but let's be real. Neither you nor me but let's be real. Neither you nor me but let's be real. Neither you nor me are writing the code. That's why we are writing the code. That's why we are writing the code. That's why we built the demo with agents showing just built the demo with agents showing just built the demo with agents showing just how powerful this is. This demo is going how powerful this is. This demo is going how powerful this is. This demo is going to fetch the latest releases from these to fetch the latest releases from these to fetch the latest releases from these three different repos on GitHub. We three different repos on GitHub. We three different repos on GitHub. We click scan, we can see it opening and click scan, we can see it opening and click scan, we can see it opening and it's navigating in a real browser it's navigating in a real browser it's navigating in a real browser because this is actually controlling a because this is actually controlling a because this is actually controlling a browser. It's not just editing HTML for browser. It's not just editing HTML for browser. It's not just editing HTML for you. And now using those plain English you. And now using those plain English you. And now using those plain English instructions, it's able to find the instructions, it's able to find the instructions, it's able to find the right page and to get the data we want. right page and to get the data we want. right page and to get the data we want. What's even cooler with this is since What's even cooler with this is since What's even cooler with this is since it's not fixed on specific elements, if it's not fixed on specific elements, if it's not fixed on specific elements, if the page gets updated in the future, you the page gets updated in the future, you the page gets updated in the future, you don't have to rewrite all your code to don't have to rewrite all your code to don't have to rewrite all your code to deal with one element moving slightly on deal with one element moving slightly on deal with one element moving slightly on the page. And now we have all the the page. And now we have all the the page. And now we have all the results. A nice little brief that shows results. A nice little brief that shows results. A nice little brief that shows all of the releases for the repos we put all of the releases for the repos we put all of the releases for the repos we put here. Make your agents more resilient here. Make your agents more resilient here. Make your agents more resilient and get them better data at so and get them better data at so and get them better data at so dev.link/browserbase. dev.link/browserbase. dev.link/browserbase. So, what's going on here? If OpenAI So, what's going on here? If OpenAI So, what's going on here? If OpenAI wants so badly to be seen as a better wants so badly to be seen as a better wants so badly to be seen as a better value prop than Anthropic, why are they value prop than Anthropic, why are they value prop than Anthropic, why are they giving us so much less than they used giving us so much less than they used giving us so much less than they used to? This is just over, right? Like to? This is just over, right? Like to? This is just over, right? Like there's no reason to have the $200 Codex there's no reason to have the $200 Codex there's no reason to have the $200 Codex sub anymore, right? There's layers to sub anymore, right? There's layers to sub anymore, right? There's layers to this one.
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this one. this one. The biggest issue that we need to jump The biggest issue that we need to jump The biggest issue that we need to jump it on top of now is the gap in these it on top of now is the gap in these it on top of now is the gap in these numbers. The number on the right seems numbers. The number on the right seems numbers. The number on the right seems just insane compared to the number on just insane compared to the number on just insane compared to the number on the left. They're basically giving us a the left. They're basically giving us a the left. They're basically giving us a crazy cheap number here. It's almost crazy cheap number here. It's almost crazy cheap number here. It's almost like made up. And when you compare that like made up. And when you compare that like made up. And when you compare that to what these models actually cost over to what these models actually cost over to what these models actually cost over API, it's just it's nonsensical. And API, it's just it's nonsensical. And API, it's just it's nonsensical. And when you look at my numbers for the last when you look at my numbers for the last when you look at my numbers for the last 7 days, it seems even crazier. I'm doing 7 days, it seems even crazier. I'm doing 7 days, it seems even crazier. I'm doing 20 grand of API spend in 7 days across 20 grand of API spend in 7 days across 20 grand of API spend in 7 days across my machines. It's nuts. Obviously, I my machines. It's nuts. Obviously, I my machines. It's nuts. Obviously, I can't pay that. Like I'm doing okay, but can't pay that. Like I'm doing okay, but can't pay that. Like I'm doing okay, but I I don't have it in me to pay 20 grand I I don't have it in me to pay 20 grand I I don't have it in me to pay 20 grand a month to use these things over API. a month to use these things over API. a month to use these things over API. The reality is that not only is this The reality is that not only is this The reality is that not only is this $200 number made up, so is the API price $200 number made up, so is the API price $200 number made up, so is the API price on the right. Both of these numbers are on the right. Both of these numbers are on the right. Both of these numbers are fake, and neither of them represent the fake, and neither of them represent the fake, and neither of them represent the actual costs to the companies when actual costs to the companies when actual costs to the companies when they're running these things. The number they're running these things. The number they're running these things. The number on the right is the number that they on the right is the number that they on the right is the number that they have chosen to charge enterprises have chosen to charge enterprises have chosen to charge enterprises hitting these things over APIs to see hitting these things over APIs to see hitting these things over APIs to see what they can get away with. And the what they can get away with. And the what they can get away with. And the margins on these numbers have margins on these numbers have margins on these numbers have historically been insane, upwards of historically been insane, upwards of historically been insane, upwards of like 95% against the hardware and the like 95% against the hardware and the like 95% against the hardware and the energy costs. Obviously, they had to put energy costs. Obviously, they had to put energy costs. Obviously, they had to put a bunch of money into training the a bunch of money into training the a bunch of money into training the model, hiring all the employees, doing model, hiring all the employees, doing model, hiring all the employees, doing everything else. But the actual compute everything else. But the actual compute everything else. But the actual compute and energy costs for burning $100 in and energy costs for burning $100 in and energy costs for burning $100 in tokens is closer to like two to five tokens is closer to like two to five tokens is closer to like two to five dollars than it is to that $100 number.
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dollars than it is to that $100 number. dollars than it is to that $100 number. Since this number is so outlandishly Since this number is so outlandishly Since this number is so outlandishly inflated by these crazy margins, this inflated by these crazy margins, this inflated by these crazy margins, this number feels insane, and the gap between number feels insane, and the gap between number feels insane, and the gap between them feels even more insane. But in an them feels even more insane. But in an them feels even more insane. But in an ideal world with enough competition, ideal world with enough competition, ideal world with enough competition, Anthropic and OpenAI would both have Anthropic and OpenAI would both have Anthropic and OpenAI would both have enough pressure to lower the number on enough pressure to lower the number on enough pressure to lower the number on the right that the gap between the the right that the gap between the the right that the gap between the subscription subsidization and just subscription subsidization and just subscription subsidization and just paying for the model for what it costs paying for the model for what it costs paying for the model for what it costs them, that gap would get collapsed them, that gap would get collapsed them, that gap would get collapsed relatively quickly. And it seems like we relatively quickly. And it seems like we relatively quickly. And it seems like we are at the start of that now. are at the start of that now. are at the start of that now. We will get to what I mean there in a We will get to what I mean there in a We will get to what I mean there in a second, but I also want to talk about second, but I also want to talk about second, but I also want to talk about the weird things that made the Claude the weird things that made the Claude the weird things that made the Claude sub feel worse before. The first thing, sub feel worse before. The first thing, sub feel worse before. The first thing, the one that pissed me off the most by the one that pissed me off the most by the one that pissed me off the most by far, was that you could only use it in far, was that you could only use it in far, was that you could only use it in Claude code. The Claude sub isn't a sub Claude code. The Claude sub isn't a sub Claude code. The Claude sub isn't a sub to do $8,000 a month of Claude. The to do $8,000 a month of Claude. The to do $8,000 a month of Claude. The Claude sub is a sub to do a large amount Claude sub is a sub to do a large amount Claude sub is a sub to do a large amount of inference in Claude code itself. You of inference in Claude code itself. You of inference in Claude code itself. You can't use your off here other places. can't use your off here other places. can't use your off here other places. You can use it in T3 code because in T3 You can use it in T3 code because in T3 You can use it in T3 code because in T3 code we are just calling Claude code code we are just calling Claude code code we are just calling Claude code directly through the agent SDK. But if directly through the agent SDK. But if directly through the agent SDK. But if you wanted to throw it into something you wanted to throw it into something you wanted to throw it into something like Pi or Open Claude or Hermes, you like Pi or Open Claude or Hermes, you like Pi or Open Claude or Hermes, you can't because those things aren't Claude can't because those things aren't Claude can't because those things aren't Claude code. And if you think you can be clever code. And if you think you can be clever code. And if you think you can be clever and add the instructions to work like a and add the instructions to work like a and add the instructions to work like a tool like Pi in your Claude code system tool like Pi in your Claude code system tool like Pi in your Claude code system prompt, good luck. The request will prompt, good luck. The request will prompt, good luck. The request will fail. They are that petty at Anthropic fail. They are that petty at Anthropic fail. They are that petty at Anthropic sadly. I am hoping that they're going to sadly. I am hoping that they're going to sadly. I am hoping that they're going to lift their restrictions here in the near lift their restrictions here in the near lift their restrictions here in the near future simply because a lot more people future simply because a lot more people future simply because a lot more people are maxing out their subs. So it matters are maxing out their subs. So it matters are maxing out their subs. So it matters less if they're doing it inside or less if they're doing it inside or less if they're doing it inside or outside of Claude code. Regardless, outside of Claude code. Regardless, outside of Claude code. Regardless, they've been awful about that. OpenAI
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they've been awful about that. OpenAI they've been awful about that. OpenAI has been the opposite. You can use your has been the opposite. You can use your has been the opposite. You can use your Codex sub for basically whatever you Codex sub for basically whatever you Codex sub for basically whatever you want, basically wherever you want, as want, basically wherever you want, as want, basically wherever you want, as long as you're not using it to serve long as you're not using it to serve long as you're not using it to serve user traffic. So if I put my Codex sub user traffic. So if I put my Codex sub user traffic. So if I put my Codex sub in the cloud and then charge you $5 to in the cloud and then charge you $5 to in the cloud and then charge you $5 to access my subscription, that's not access my subscription, that's not access my subscription, that's not allowed. But if I use my Codex sub to allowed. But if I use my Codex sub to allowed. But if I use my Codex sub to run on CI to review everyone's PRs when run on CI to review everyone's PRs when run on CI to review everyone's PRs when they come in, that is mostly allowed. they come in, that is mostly allowed. they come in, that is mostly allowed. Just want to draw the distinction here Just want to draw the distinction here Just want to draw the distinction here because what you're allowed to do with because what you're allowed to do with because what you're allowed to do with your Codex plan goes a lot further than your Codex plan goes a lot further than your Codex plan goes a lot further than what you're allowed to do with your what you're allowed to do with your what you're allowed to do with your Claude plan. Claude also has a Claude plan. Claude also has a Claude plan. Claude also has a restriction on the usage of the biggest restriction on the usage of the biggest restriction on the usage of the biggest model. Fable usage cannot use your whole model. Fable usage cannot use your whole model. Fable usage cannot use your whole sub because Fable's price is not what it sub because Fable's price is not what it sub because Fable's price is not what it probably was meant to be. I have two probably was meant to be. I have two probably was meant to be. I have two sets of models on the screen here. Set sets of models on the screen here. Set sets of models on the screen here. Set one, Opus 4.5 to Opus 5.5 and GPT 5.6 one, Opus 4.5 to Opus 5.5 and GPT 5.6 one, Opus 4.5 to Opus 5.5 and GPT 5.6 Soul plus GPT 6 Soul. The second group Soul plus GPT 6 Soul. The second group Soul plus GPT 6 Soul. The second group is Fable 5 and 5.1 and GPT-6 Astra. What is Fable 5 and 5.1 and GPT-6 Astra. What is Fable 5 and 5.1 and GPT-6 Astra. What is the difference between these two sets is the difference between these two sets is the difference between these two sets of models? It seems obvious, right? The of models? It seems obvious, right? The of models? It seems obvious, right? The bottom ones are the big expensive ones bottom ones are the big expensive ones bottom ones are the big expensive ones and the top ones are the small cheap and the top ones are the small cheap and the top ones are the small cheap ones. You're also noticing something ones. You're also noticing something ones. You're also noticing something weird. I said GPT-6 Soul, not 6.1. Which weird. I said GPT-6 Soul, not 6.1. Which weird. I said GPT-6 Soul, not 6.1. Which side do you think 6.1 goes on for the side do you think 6.1 goes on for the side do you think 6.1 goes on for the comparison I'm trying to make here?
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comparison I'm trying to make here? comparison I'm trying to make here? GPT-6 1 Soul is on the other side of GPT-6 1 Soul is on the other side of GPT-6 1 Soul is on the other side of this line. this line. this line. And you might be thinking, "Oh, is that And you might be thinking, "Oh, is that And you might be thinking, "Oh, is that cuz it's a big model and the others are cuz it's a big model and the others are cuz it's a big model and the others are smaller? Are you saying 6 1 Soul is smaller? Are you saying 6 1 Soul is smaller? Are you saying 6 1 Soul is bigger and more capable than Opus or bigger and more capable than Opus or bigger and more capable than Opus or some other dumb thing?" I know how the some other dumb thing?" I know how the some other dumb thing?" I know how the comments tend to go. I'm putting 6 1 comments tend to go. I'm putting 6 1 comments tend to go. I'm putting 6 1 Soul here for a different reason. Soul here for a different reason. Soul here for a different reason. Remember Project Glasswing? AKA the Remember Project Glasswing? AKA the Remember Project Glasswing? AKA the announcement for Claude Mythos when announcement for Claude Mythos when announcement for Claude Mythos when Anthropic confirmed they had this crazy Anthropic confirmed they had this crazy Anthropic confirmed they had this crazy model internally that they weren't going model internally that they weren't going model internally that they weren't going to sell? They actually were going to to sell? They actually were going to to sell? They actually were going to sell. They were doing this big sell. They were doing this big sell. They were doing this big commitment early, but they planned to commitment early, but they planned to commitment early, but they planned to continue offering Claude Mythos to continue offering Claude Mythos to continue offering Claude Mythos to participating companies at $25 per participating companies at $25 per participating companies at $25 per million tokens in and My assumption here million tokens in and My assumption here million tokens in and My assumption here is that these numbers were calculated is that these numbers were calculated is that these numbers were calculated using the previous margins. If Anthropic was used to having a 95% If Anthropic was used to having a 95% margin on their compute, so they would margin on their compute, so they would margin on their compute, so they would spend $5 and have 100 come in for their spend $5 and have 100 come in for their spend $5 and have 100 come in for their power and compute costs, they planned to power and compute costs, they planned to power and compute costs, they planned to maintain those margins here. Let's just maintain those margins here. Let's just maintain those margins here. Let's just play with that 95 number. That would put play with that 95 number. That would put play with that 95 number. That would put the actual cost for a million tokens the actual cost for a million tokens the actual cost for a million tokens out, not at the 125 they claimed, but at out, not at the 125 they claimed, but at out, not at the 125 they claimed, but at 625. So, let's just like write out these 625. So, let's just like write out these 625. So, let's just like write out these numbers quick. So, say Mythos was going numbers quick. So, say Mythos was going numbers quick. So, say Mythos was going to cost 125 per mil out. And that would to cost 125 per mil out. And that would to cost 125 per mil out. And that would be be be $6.25 $6.25 $6.25 in cost.
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in cost. in cost. That keeps them at their 95% margin. That keeps them at their 95% margin. That keeps them at their 95% margin. But, you might be confused about those But, you might be confused about those But, you might be confused about those prices because that's not the price prices because that's not the price prices because that's not the price Fable came out at. And Fable and Mythos Fable came out at. And Fable and Mythos Fable came out at. And Fable and Mythos are the same model. I know some people are the same model. I know some people are the same model. I know some people seem confused about that. I'm not going seem confused about that. I'm not going seem confused about that. I'm not going to entertain that right now. They are to entertain that right now. They are to entertain that right now. They are the same model because when Fable and the same model because when Fable and the same model because when Fable and Mythos 5 came out, it was a different Mythos 5 came out, it was a different Mythos 5 came out, it was a different price. Fable 5 and Mythos 5 are being price. Fable 5 and Mythos 5 are being price. Fable 5 and Mythos 5 are being offered at $10 per million in and 50 per offered at $10 per million in and 50 per offered at $10 per million in and 50 per mil out, less than half the price of the mil out, less than half the price of the mil out, less than half the price of the Mythos preview. It's not like they made Mythos preview. It's not like they made Mythos preview. It's not like they made the model smaller and dumber before the model smaller and dumber before the model smaller and dumber before releasing it. They were very clear about releasing it. They were very clear about releasing it. They were very clear about that. They actually just made it bigger that. They actually just made it bigger that. They actually just made it bigger and more capable. So, again, we'll copy and more capable. So, again, we'll copy and more capable. So, again, we'll copy this and say Fable 5 {slash} Mythos 5, this and say Fable 5 {slash} Mythos 5, this and say Fable 5 {slash} Mythos 5, price is now $50 per mil out, but it's price is now $50 per mil out, but it's price is now $50 per mil out, but it's the same model size, same hosting. Which the same model size, same hosting. Which the same model size, same hosting. Which means that their costs probably didn't means that their costs probably didn't means that their costs probably didn't go down. Which means their margins have go down. Which means their margins have go down. Which means their margins have dropped pretty massively from 95% to dropped pretty massively from 95% to dropped pretty massively from 95% to 87.5%. 87.5%. 87.5%. If you were to look at this as the If you were to look at this as the If you were to look at this as the profit that they're getting at a given profit that they're getting at a given profit that they're getting at a given time, it's even more brutal. Where in time, it's even more brutal. Where in time, it's even more brutal. Where in this instance, they would have profited this instance, they would have profited this instance, they would have profited $118.75, $118.75, $118.75, here they're only profiting $43.75.
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here they're only profiting $43.75. here they're only profiting $43.75. The margin drop is big, but the return The margin drop is big, but the return The margin drop is big, but the return drop drop drop way bigger. They used to spend 625 in way bigger. They used to spend 625 in way bigger. They used to spend 625 in compute and make $118. compute and make $118. compute and make $118. Now, they spend the same in compute and Now, they spend the same in compute and Now, they spend the same in compute and they make $43. The line I drew here is they make $43. The line I drew here is they make $43. The line I drew here is the start of the end. What is it the the start of the end. What is it the the start of the end. What is it the start of the end for? The subsidization. start of the end for? The subsidization. start of the end for? The subsidization. Anthropic chose with Fable 5 and Mythos Anthropic chose with Fable 5 and Mythos Anthropic chose with Fable 5 and Mythos 5 to price it way cheaper than they 5 to price it way cheaper than they 5 to price it way cheaper than they originally planned in order to just originally planned in order to just originally planned in order to just really make Open AI's life harder. And really make Open AI's life harder. And really make Open AI's life harder. And they succeeded with that. That was the they succeeded with that. That was the they succeeded with that. That was the start of the panic at Open AI, for sure. start of the panic at Open AI, for sure. start of the panic at Open AI, for sure. And even if the change in margins And even if the change in margins And even if the change in margins doesn't seem that much, the change in doesn't seem that much, the change in doesn't seem that much, the change in the revenue is world's difference. And the revenue is world's difference. And the revenue is world's difference. And if you bump that up to what was possibly if you bump that up to what was possibly if you bump that up to what was possibly a 98% margin before, these numbers get a 98% margin before, these numbers get a 98% margin before, these numbers get even crazier. The point I'm trying to even crazier. The point I'm trying to even crazier. The point I'm trying to make here is that the amount of revenue make here is that the amount of revenue make here is that the amount of revenue Anthropic makes per amount of energy and Anthropic makes per amount of energy and Anthropic makes per amount of energy and compute used has gone down meaningfully compute used has gone down meaningfully compute used has gone down meaningfully with Fable. But they chose to do that with Fable. But they chose to do that with Fable. But they chose to do that because the margins are still insane.
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because the margins are still insane. because the margins are still insane. Like they're still just printing money Like they're still just printing money Like they're still just printing money with this. It's just that the amount with this. It's just that the amount with this. It's just that the amount they're printing has gone down they're printing has gone down they're printing has gone down significantly. And this also forced significantly. And this also forced significantly. And this also forced OpenAI to do the same. I don't know what OpenAI to do the same. I don't know what OpenAI to do the same. I don't know what their planned price was for Astra, but their planned price was for Astra, but their planned price was for Astra, but they released it at the exact same price they released it at the exact same price they released it at the exact same price as Fable. So, we have no idea like what as Fable. So, we have no idea like what as Fable. So, we have no idea like what they would have charged before Fable they would have charged before Fable they would have charged before Fable because they made the model with a because they made the model with a because they made the model with a certain price target in mind probably. certain price target in mind probably. certain price target in mind probably. But, they did a few other things on top But, they did a few other things on top But, they did a few other things on top of that in particular with the subs that of that in particular with the subs that of that in particular with the subs that made it really brutal. They took this made it really brutal. They took this made it really brutal. They took this hit on the cost, so they might have hit on the cost, so they might have hit on the cost, so they might have intended to charge 100 bucks per million intended to charge 100 bucks per million intended to charge 100 bucks per million output. Instead, they're only charging output. Instead, they're only charging output. Instead, they're only charging 50, so their margins are worse. 50, so their margins are worse. 50, so their margins are worse. Meanwhile, Anthropic doesn't even give Meanwhile, Anthropic doesn't even give Meanwhile, Anthropic doesn't even give you your full usage of your sub with you your full usage of your sub with you your full usage of your sub with Fable. You only get half your allocation Fable. You only get half your allocation Fable. You only get half your allocation for Fable. The other half can can be for Fable. The other half can can be for Fable. The other half can can be used for whatever other models, but used for whatever other models, but used for whatever other models, but you're not using 100% of your usage with you're not using 100% of your usage with you're not using 100% of your usage with Fable. It's limited massively. OpenAI Fable. It's limited massively. OpenAI Fable. It's limited massively. OpenAI chose to not do that, and they let you chose to not do that, and they let you chose to not do that, and they let you use Astra for your whole weekly limit, use Astra for your whole weekly limit, use Astra for your whole weekly limit, not just a portion of it. And if you're not just a portion of it. And if you're not just a portion of it. And if you're curious where that 50% cut came from curious where that 50% cut came from curious where that 50% cut came from with Anthropic, it came from them not with Anthropic, it came from them not with Anthropic, it came from them not doing it for the 3 days before the ban, doing it for the 3 days before the ban, doing it for the 3 days before the ban, reading all the data, and also reading all the data, and also reading all the data, and also here. It's not exact, but $43 is half to here. It's not exact, but $43 is half to here. It's not exact, but $43 is half to a third of $118. They're profiting half a third of $118. They're profiting half a third of $118. They're profiting half as much, so they give you half as much.
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as much, so they give you half as much. as much, so they give you half as much. Makes all the sense in the world, right? Makes all the sense in the world, right? Makes all the sense in the world, right? Let's keep going down this rabbit hole a Let's keep going down this rabbit hole a Let's keep going down this rabbit hole a bit because there's one other model here bit because there's one other model here bit because there's one other model here that does not seem to fit that well. 6.1 that does not seem to fit that well. 6.1 that does not seem to fit that well. 6.1 Soul. Considering the way things are Soul. Considering the way things are Soul. Considering the way things are currently priced in the industry, my currently priced in the industry, my currently priced in the industry, my honest assumption would be that 6 Soul honest assumption would be that 6 Soul honest assumption would be that 6 Soul was kind of meant to replace Terra was kind of meant to replace Terra was kind of meant to replace Terra because nobody used Terra. And because nobody used Terra. And because nobody used Terra. And eventually, they would do something more eventually, they would do something more eventually, they would do something more like Opus between Soul and Astra. They like Opus between Soul and Astra. They like Opus between Soul and Astra. They didn't do that. In fact, they spit out didn't do that. In fact, they spit out didn't do that. In fact, they spit out 6.1 Soul suspiciously close to 6 Soul, 6.1 Soul suspiciously close to 6 Soul, 6.1 Soul suspiciously close to 6 Soul, which suggests that this was not which suggests that this was not which suggests that this was not necessarily what the model was meant to necessarily what the model was meant to necessarily what the model was meant to be. As such, I'm going to pretend that be. As such, I'm going to pretend that be. As such, I'm going to pretend that they were looking at the existing they were looking at the existing they were looking at the existing numbers for the competition cuz we've numbers for the competition cuz we've numbers for the competition cuz we've now established, hopefully, that now established, hopefully, that now established, hopefully, that OpenAI's pricing is based less on their OpenAI's pricing is based less on their OpenAI's pricing is based less on their margins and more on their competitors margins and more on their competitors margins and more on their competitors because they set Astra's price to be because they set Astra's price to be because they set Astra's price to be literally identical to Fable. So, they literally identical to Fable. So, they literally identical to Fable. So, they were probably planning when they were were probably planning when they were were probably planning when they were training to make 6.1 Soul a little training to make 6.1 Soul a little training to make 6.1 Soul a little closer to Opus. Not Opus 5.5 cuz it closer to Opus. Not Opus 5.5 cuz it closer to Opus. Not Opus 5.5 cuz it didn't exist yet, but for Opus 5, which didn't exist yet, but for Opus 5, which didn't exist yet, but for Opus 5, which was $5 per million and $25 per million was $5 per million and $25 per million was $5 per million and $25 per million out. We will assume these are the out. We will assume these are the out. We will assume these are the numbers that they were operating with.
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numbers that they were operating with. numbers that they were operating with. The new model they were planning was The new model they were planning was The new model they were planning was going to be $5 per million, 25 per going to be $5 per million, 25 per going to be $5 per million, 25 per million out, nothing special with cash million out, nothing special with cash million out, nothing special with cash discounts. We'll assume the same 95% discounts. We'll assume the same 95% discounts. We'll assume the same 95% margin. That means for $25 out, it would margin. That means for $25 out, it would margin. That means for $25 out, it would cost them around $1.25, cost them around $1.25, cost them around $1.25, which gives them $23.75 which gives them $23.75 which gives them $23.75 profit. Not bad. You spend $1.25, you profit. Not bad. You spend $1.25, you profit. Not bad. You spend $1.25, you get $23.75 out. Pretty good deal. But get $23.75 out. Pretty good deal. But get $23.75 out. Pretty good deal. But that is not the price that this model that is not the price that this model that is not the price that this model came out at. 6.1 Soul came out at. 6.1 Soul came out at. 6.1 Soul came out differently. It came out. It's came out differently. It came out. It's came out differently. It came out. It's $2 per million, $2 per million, $2 per million, $10 per million out, and massive cash $10 per million out, and massive cash $10 per million out, and massive cash cost decrease. cost decrease. cost decrease. The cash reads are half as expensive as The cash reads are half as expensive as The cash reads are half as expensive as they were before. They used to be 20 they were before. They used to be 20 they were before. They used to be 20 cents cuz it would be a 90% discount. cents cuz it would be a 90% discount. cents cuz it would be a 90% discount. So, it would go from $2 per million to So, it would go from $2 per million to So, it would go from $2 per million to 20 cents per million. It's now 10 cents 20 cents per million. It's now 10 cents 20 cents per million. It's now 10 cents per million. Doesn't sound like a big per million. Doesn't sound like a big per million. Doesn't sound like a big deal. 20 cents to 10 cents, 90% to 95%, deal. 20 cents to 10 cents, 90% to 95%, deal. 20 cents to 10 cents, 90% to 95%, but when you look at the percentage of but when you look at the percentage of but when you look at the percentage of your cost and see that for OpenAI your cost and see that for OpenAI your cost and see that for OpenAI models, half your cost is cash reads, models, half your cost is cash reads, models, half your cost is cash reads, now it's 25% of your cost because you now it's 25% of your cost because you now it's 25% of your cost because you just took half your cost and you cut it just took half your cost and you cut it just took half your cost and you cut it in half. So, it would have been 50 cents in half. So, it would have been 50 cents in half. So, it would have been 50 cents per million read from cash is now 10 per million read from cash is now 10 per million read from cash is now 10 cents per million read from cash. That's cents per million read from cash. That's cents per million read from cash. That's a 5x decrease a 5x decrease a 5x decrease from what they had originally planned from what they had originally planned from what they had originally planned here. Crazy. So, the results here is here. Crazy. So, the results here is here. Crazy. So, the results here is that your actual effective costs using that your actual effective costs using that your actual effective costs using 6.1 Soul aren't just 2.5x cheaper than 6.1 Soul aren't just 2.5x cheaper than 6.1 Soul aren't just 2.5x cheaper than they expected. It's probably closer to they expected. It's probably closer to they expected. It's probably closer to 5x cheaper than they expected. What I'm 5x cheaper than they expected. What I'm 5x cheaper than they expected. What I'm trying to say is their margins for this trying to say is their margins for this trying to say is their margins for this model are garbage. This 95% no, no. I
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model are garbage. This 95% no, no. I model are garbage. This 95% no, no. I would legitimately guess their margins would legitimately guess their margins would legitimately guess their margins for this model are like in the 50% for this model are like in the 50% for this model are like in the 50% range. Just seeing how much slower it is range. Just seeing how much slower it is range. Just seeing how much slower it is than 6 soul, it was definitely planned than 6 soul, it was definitely planned than 6 soul, it was definitely planned to be 525. So, 210 with the 10 cent cash to be 525. So, 210 with the 10 cent cash to be 525. So, 210 with the 10 cent cash reads is just insane. So, they destroyed reads is just insane. So, they destroyed reads is just insane. So, they destroyed their profit margins. Like they're still their profit margins. Like they're still their profit margins. Like they're still making money. I'm not going to say like making money. I'm not going to say like making money. I'm not going to say like 50% profit margin is bad, but it's 50% profit margin is bad, but it's 50% profit margin is bad, but it's pretty obvious that they aren't just pretty obvious that they aren't just pretty obvious that they aren't just printing money on the inference the way printing money on the inference the way printing money on the inference the way they were before. Remember earlier I was they were before. Remember earlier I was they were before. Remember earlier I was talking about that 50% limit for fable? talking about that 50% limit for fable? talking about that 50% limit for fable? How they cut your limit in half when you How they cut your limit in half when you How they cut your limit in half when you were using fable models? Open AI had were using fable models? Open AI had were using fable models? Open AI had said they didn't want to put an said they didn't want to put an said they didn't want to put an arbitrary limit on Astra. That's what arbitrary limit on Astra. That's what arbitrary limit on Astra. That's what happened here. But it would have been happened here. But it would have been happened here. But it would have been the other way. Since the model they cut the other way. Since the model they cut the other way. Since the model they cut the subsidization for the most was 61 the subsidization for the most was 61 the subsidization for the most was 61 soul, they didn't want to put a custom soul, they didn't want to put a custom soul, they didn't want to put a custom soul limit. They could have done that. soul limit. They could have done that. soul limit. They could have done that. Open AI absolutely could have put in a Open AI absolutely could have put in a Open AI absolutely could have put in a custom limit that was custom limit that was custom limit that was your soul only counts for half your your soul only counts for half your your soul only counts for half your usage. But instead they're taking the usage. But instead they're taking the usage. But instead they're taking the opportunity to try and collapse this gap opportunity to try and collapse this gap opportunity to try and collapse this gap in the subsidization a bit so that your in the subsidization a bit so that your in the subsidization a bit so that your account sub doesn't feel quite as account sub doesn't feel quite as account sub doesn't feel quite as insanely subsidized compared to paying insanely subsidized compared to paying insanely subsidized compared to paying API prices. I don't think they should API prices. I don't think they should API prices. I don't think they should have announced this the time they did. I have announced this the time they did. I have announced this the time they did. I love the attempts at transparency from love the attempts at transparency from love the attempts at transparency from Open AI. They were pretty transparent Open AI. They were pretty transparent Open AI. They were pretty transparent here, but this did not come off great, here, but this did not come off great, here, but this did not come off great, especially because so many people are especially because so many people are especially because so many people are still using Astra. But this is where we still using Astra. But this is where we still using Astra. But this is where we have to dig into something a little more have to dig into something a little more have to dig into something a little more painful, which is the effective costs. I painful, which is the effective costs. I painful, which is the effective costs. I ran a bunch of real numbers for my ran a bunch of real numbers for my ran a bunch of real numbers for my day-to-day usage. Previously, I was day-to-day usage. Previously, I was day-to-day usage. Previously, I was seeing similar to those 12K numbers seeing similar to those 12K numbers seeing similar to those 12K numbers before. Especially when you combined the before. Especially when you combined the before. Especially when you combined the fact that we got a reset every 3 days on
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fact that we got a reset every 3 days on fact that we got a reset every 3 days on average many months, you were getting 24 average many months, you were getting 24 average many months, you were getting 24 grand if you were truly maxing out every grand if you were truly maxing out every grand if you were truly maxing out every single window that you had. Now it's single window that you had. Now it's single window that you had. Now it's closer to $2,500 closer to $2,500 closer to $2,500 a month instead of $24,000 a month. a month instead of $24,000 a month. a month instead of $24,000 a month. Roughly a 10X drop. Because I only saw Roughly a 10X drop. Because I only saw Roughly a 10X drop. Because I only saw $573.86 of usage, and I was able to kill a whole of usage, and I was able to kill a whole account in 29 hours in a loop. Not account in 29 hours in a loop. Not account in 29 hours in a loop. Not great. But let's scroll down a little great. But let's scroll down a little great. But let's scroll down a little cuz I have things I want to talk about cuz I have things I want to talk about cuz I have things I want to talk about in this. in this. in this. My usage. My GPT-6 Astra usage was for My usage. My GPT-6 Astra usage was for My usage. My GPT-6 Astra usage was for around 1,800 responses. In in these around 1,800 responses. In in these around 1,800 responses. In in these 1,800 responses, it did 766,000 output 1,800 responses, it did 766,000 output 1,800 responses, it did 766,000 output tokens and it cost tokens and it cost tokens and it cost $534. It was API prices. 61 Soul did $534. It was API prices. 61 Soul did $534. It was API prices. 61 Soul did almost as many responses. It's a little almost as many responses. It's a little almost as many responses. It's a little less, but it was like 1,500 versus less, but it was like 1,500 versus less, but it was like 1,500 versus 1,800. It's not that big a gap. More 1,800. It's not that big a gap. More 1,800. It's not that big a gap. More input tokens, fewer cash input tokens. I input tokens, fewer cash input tokens. I input tokens, fewer cash input tokens. I think this might have been a bug in one think this might have been a bug in one think this might have been a bug in one of my setups or something. I haven't of my setups or something. I haven't of my setups or something. I haven't figured out, don't care to. Again, very figured out, don't care to. Again, very figured out, don't care to. Again, very similar number of output tokens. $38.27. similar number of output tokens. $38.27. similar number of output tokens. $38.27. Do you understand? Roughly the same Do you understand? Roughly the same Do you understand? Roughly the same amount of usage, greater than a 10x amount of usage, greater than a 10x amount of usage, greater than a 10x decrease. The reason they made these decrease. The reason they made these decrease. The reason they made these changes, all of these changes, is they changes, all of these changes, is they changes, all of these changes, is they wanted to make 61 Soul a great value.
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wanted to make 61 Soul a great value. wanted to make 61 Soul a great value. They wanted to make this $200 sub feel They wanted to make this $200 sub feel They wanted to make this $200 sub feel unlimited again, the way it used to, all unlimited again, the way it used to, all unlimited again, the way it used to, all the way back in the 54 and 55 days. And the way back in the 54 and 55 days. And the way back in the 54 and 55 days. And they wanted to make sure they didn't go they wanted to make sure they didn't go they wanted to make sure they didn't go bankrupt because of the insane amount of bankrupt because of the insane amount of bankrupt because of the insane amount of compute that you're getting for that compute that you're getting for that compute that you're getting for that amount of money. The reason they had to amount of money. The reason they had to amount of money. The reason they had to do that is cuz of people like me and a do that is cuz of people like me and a do that is cuz of people like me and a lot of y'all who are token maxing right lot of y'all who are token maxing right lot of y'all who are token maxing right now. Since I use these subs and I push now. Since I use these subs and I push now. Since I use these subs and I push them to their absolute limit, if they them to their absolute limit, if they them to their absolute limit, if they didn't make these changes, I would be didn't make these changes, I would be didn't make these changes, I would be burning two to four times more compute burning two to four times more compute burning two to four times more compute from OpenAI every month and that's just from OpenAI every month and that's just from OpenAI every month and that's just insane cuz you can absolutely, and I do insane cuz you can absolutely, and I do insane cuz you can absolutely, and I do genuinely believe for any even vaguely genuinely believe for any even vaguely genuinely believe for any even vaguely real-world use case, you're going to get real-world use case, you're going to get real-world use case, you're going to get practically unlimited use of a $200 plan practically unlimited use of a $200 plan practically unlimited use of a $200 plan as long as you only use 61 Soul and you as long as you only use 61 Soul and you as long as you only use 61 Soul and you never touch Max cuz Max makes no sense never touch Max cuz Max makes no sense never touch Max cuz Max makes no sense at all. Do I think this is a good change at all. Do I think this is a good change at all. Do I think this is a good change though? Meh. though? Meh. though? Meh. I'm going to be so real with you guys. I'm going to be so real with you guys. I'm going to be so real with you guys. There is more to talk about here, There is more to talk about here, There is more to talk about here, especially the $500 plan. I'm going to especially the $500 plan. I'm going to especially the $500 plan. I'm going to be incredibly real and honest with be incredibly real and honest with be incredibly real and honest with y'all. If your goal here is to use your y'all. If your goal here is to use your y'all. If your goal here is to use your subscription to write code that you plan subscription to write code that you plan subscription to write code that you plan to ship, the insane value you get out of to ship, the insane value you get out of to ship, the insane value you get out of Opus 5.5 on the $200 Claude plan is Opus 5.5 on the $200 Claude plan is Opus 5.5 on the $200 Claude plan is impossible to beat. I thought I would impossible to beat. I thought I would impossible to beat. I thought I would cancel subs with Claude because it was cancel subs with Claude because it was cancel subs with Claude because it was so much more efficient, but I ended up so much more efficient, but I ended up so much more efficient, but I ended up just pushing my own limits to what I just pushing my own limits to what I just pushing my own limits to what I could do, and I ended up with a six could do, and I ended up with a six could do, and I ended up with a six Claude account. And if I refresh now, Claude account. And if I refresh now, Claude account. And if I refresh now, it's probably closer to drained. Yeah, it's probably closer to drained. Yeah, it's probably closer to drained. Yeah, like I have killed three of my six. Two like I have killed three of my six. Two like I have killed three of my six. Two of them were dead this morning and just of them were dead this morning and just of them were dead this morning and just reset. I'm pushing these things. I am reset. I'm pushing these things. I am reset. I'm pushing these things. I am very much getting more value than I very much getting more value than I very much getting more value than I would ever have expected out of my would ever have expected out of my would ever have expected out of my Claude plans. It's crazy. And the Claude plans. It's crazy. And the Claude plans. It's crazy. And the craziest part here is I have not touched
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craziest part here is I have not touched craziest part here is I have not touched any of my fable. I have 600% of my any of my fable. I have 600% of my any of my fable. I have 600% of my fable. I can't use it on the dead fable. I can't use it on the dead fable. I can't use it on the dead accounts because that gets combined with accounts because that gets combined with accounts because that gets combined with your weekly. So, I can't use it in those your weekly. So, I can't use it in those your weekly. So, I can't use it in those accounts. But, it's hilarious that I've accounts. But, it's hilarious that I've accounts. But, it's hilarious that I've just straight-up not touching fable just straight-up not touching fable just straight-up not touching fable anymore. So, I still think the Claude anymore. So, I still think the Claude anymore. So, I still think the Claude plan is the better value by far, but I plan is the better value by far, but I plan is the better value by far, but I also think 61 Soul is the best value a also think 61 Soul is the best value a also think 61 Soul is the best value a model has ever been by far. If I was model has ever been by far. If I was model has ever been by far. If I was forced to pay API prices, I'd be picking forced to pay API prices, I'd be picking forced to pay API prices, I'd be picking Soul without any question. But, I'm not. Soul without any question. But, I'm not. Soul without any question. But, I'm not. You get less subsidization from the You get less subsidization from the You get less subsidization from the Codex plan, but the model's also so much Codex plan, but the model's also so much Codex plan, but the model's also so much cheaper that it balances out relatively cheaper that it balances out relatively cheaper that it balances out relatively well. And I'll show you this with a new well. And I'll show you this with a new well. And I'll show you this with a new project that I actually built with Astra project that I actually built with Astra project that I actually built with Astra Ultra fast, funny enough, Slopolitics. I Ultra fast, funny enough, Slopolitics. I Ultra fast, funny enough, Slopolitics. I wanted it to be easier to visualize the wanted it to be easier to visualize the wanted it to be easier to visualize the score against the dollar spent for these score against the dollar spent for these score against the dollar spent for these benchmarks. And you can see very clearly benchmarks. And you can see very clearly benchmarks. And you can see very clearly here, 61 Soul is an absurd value on the here, 61 Soul is an absurd value on the here, 61 Soul is an absurd value on the Artificial Analysis Intelligence Index, Artificial Analysis Intelligence Index, Artificial Analysis Intelligence Index, which is what this data is from. If I which is what this data is from. If I which is what this data is from. If I switch to the linear view, it's even switch to the linear view, it's even switch to the linear view, it's even funnier looking. Truly hilarious. I also funnier looking. Truly hilarious. I also funnier looking. Truly hilarious. I also ran this on Terminal Bench myself ran this on Terminal Bench myself ran this on Terminal Bench myself because I was not happy with how others because I was not happy with how others because I was not happy with how others ran Terminal Bench. And not only did 61 ran Terminal Bench. And not only did 61 ran Terminal Bench. And not only did 61 Soul get the best score on it when you Soul get the best score on it when you Soul get the best score on it when you gave it access to its native harness, I gave it access to its native harness, I gave it access to its native harness, I ran it with Codex and Claude code, so I ran it with Codex and Claude code, so I ran it with Codex and Claude code, so I got better numbers than a lot of others got better numbers than a lot of others got better numbers than a lot of others did. Not only was the 61 Soul max run did. Not only was the 61 Soul max run did. Not only was the 61 Soul max run the best score ever, the 61 Soul X high the best score ever, the 61 Soul X high the best score ever, the 61 Soul X high run pretty much exactly tied Opus 5.5, run pretty much exactly tied Opus 5.5, run pretty much exactly tied Opus 5.5, but Opus cost $13.11 per task. 61 Soul but Opus cost $13.11 per task. 61 Soul but Opus cost $13.11 per task. 61 Soul cost 96 cents per task. A 13th the cost 96 cents per task. A 13th the cost 96 cents per task. A 13th the price. Do you understand? Your price. Do you understand? Your price. Do you understand? Your subscription might not be as much dollar
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subscription might not be as much dollar subscription might not be as much dollar value, but the number of tasks you are value, but the number of tasks you are value, but the number of tasks you are completing with that money is way completing with that money is way completing with that money is way higher. So, if you're paying API prices higher. So, if you're paying API prices higher. So, if you're paying API prices and you're paying Opus, you better be and you're paying Opus, you better be and you're paying Opus, you better be damn certain that Opus is the only model damn certain that Opus is the only model damn certain that Opus is the only model that does what you need because if that does what you need because if that does what you need because if you're comparing the cash value you get you're comparing the cash value you get you're comparing the cash value you get in the subs by the pay to tokens, none in the subs by the pay to tokens, none in the subs by the pay to tokens, none of this ends up making sense. And this of this ends up making sense. And this of this ends up making sense. And this is the problem is we have two levels of is the problem is we have two levels of is the problem is we have two levels of like subsidization happening here. We like subsidization happening here. We like subsidization happening here. We have the amount of dollars you're have the amount of dollars you're have the amount of dollars you're getting for your $200 sub and we have getting for your $200 sub and we have getting for your $200 sub and we have the cost that those dollars represent to the cost that those dollars represent to the cost that those dollars represent to the lab and we have how many tokens it the lab and we have how many tokens it the lab and we have how many tokens it take to solve a problem because if I take to solve a problem because if I take to solve a problem because if I switch this to show per tokens, which I switch this to show per tokens, which I switch this to show per tokens, which I have in Slop lytics, so do I have it No, have in Slop lytics, so do I have it No, have in Slop lytics, so do I have it No, I have tokens for task here. I have tokens for task here. I have tokens for task here. You'll see that medium on Opus 55, You'll see that medium on Opus 55, You'll see that medium on Opus 55, sorry, high on Opus 55 uses roughly as sorry, high on Opus 55 uses roughly as sorry, high on Opus 55 uses roughly as many tokens as Max does on 61 Soul. many tokens as Max does on 61 Soul. many tokens as Max does on 61 Soul. And the tokens are cheaper. So, cost per And the tokens are cheaper. So, cost per And the tokens are cheaper. So, cost per task is what we should be looking at and task is what we should be looking at and task is what we should be looking at and real-world cost per task on something real-world cost per task on something real-world cost per task on something like Terminal Bench 4 is a 13x decrease.
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like Terminal Bench 4 is a 13x decrease. like Terminal Bench 4 is a 13x decrease. So, the dollar value of the sub being So, the dollar value of the sub being So, the dollar value of the sub being half as much ends up still being five half as much ends up still being five half as much ends up still being five times more tasks depending on the work times more tasks depending on the work times more tasks depending on the work you're doing. So, again, I don't think you're doing. So, again, I don't think you're doing. So, again, I don't think 61 Soul is the better model. I would 61 Soul is the better model. I would 61 Soul is the better model. I would take my Claude sub over my Codex sub any take my Claude sub over my Codex sub any take my Claude sub over my Codex sub any day, but this isn't some crazy rug pull day, but this isn't some crazy rug pull day, but this isn't some crazy rug pull like everyone's making it out to be like everyone's making it out to be like everyone's making it out to be unless you insist on continuing to use unless you insist on continuing to use unless you insist on continuing to use Astra with the much higher cost and much Astra with the much higher cost and much Astra with the much higher cost and much higher spiky nonsense rates. But, here's higher spiky nonsense rates. But, here's higher spiky nonsense rates. But, here's where I have to stop being nice to where I have to stop being nice to where I have to stop being nice to OpenAI. OpenAI. OpenAI. Cuz I'm about to crash out really, Cuz I'm about to crash out really, Cuz I'm about to crash out really, really hard. And everybody who's accused really hard. And everybody who's accused really hard. And everybody who's accused me of being paid by OpenAI to say nice me of being paid by OpenAI to say nice me of being paid by OpenAI to say nice things, this is going to prove that I'm things, this is going to prove that I'm things, this is going to prove that I'm not, which means I do need to be paid, not, which means I do need to be paid, not, which means I do need to be paid, so we're going to do one more quick so we're going to do one more quick so we're going to do one more quick sponsor break first. If I told you that sponsor break first. If I told you that sponsor break first. If I told you that you could 5x your potential users with you could 5x your potential users with you could 5x your potential users with one simple trick, you'd probably say one simple trick, you'd probably say one simple trick, you'd probably say that I'm insane and I understand because that I'm insane and I understand because that I'm insane and I understand because you probably didn't know about general you probably didn't know about general you probably didn't know about general translation. These guys are incredible. translation. These guys are incredible. translation. These guys are incredible. They made it so easy to translate They made it so easy to translate They made it so easy to translate real-world applications across various real-world applications across various real-world applications across various different surfaces. There are so many different surfaces. There are so many different surfaces. There are so many little edges that are hard to get right little edges that are hard to get right little edges that are hard to get right when you build translations into your when you build translations into your when you build translations into your apps. Localization is just not an easy apps. Localization is just not an easy apps. Localization is just not an easy problem to solve. I had to do it myself problem to solve. I had to do it myself problem to solve. I had to do it myself at Twitch and it was miserably at Twitch and it was miserably at Twitch and it was miserably difficult. I'm very thankful for my team difficult. I'm very thankful for my team difficult. I'm very thankful for my team of much smarter engineers for helping us of much smarter engineers for helping us of much smarter engineers for helping us all through that. Going to do a thing I all through that. Going to do a thing I all through that. Going to do a thing I don't get to much anymore and show you don't get to much anymore and show you don't get to much anymore and show you some code because it really shows how some code because it really shows how some code because it really shows how magical what they built is. In React magical what they built is. In React magical what they built is. In React applications, you use their helpers in applications, you use their helpers in applications, you use their helpers in your JSX to actually indicate what your JSX to actually indicate what your JSX to actually indicate what section to be translated. They also have section to be translated. They also have section to be translated. They also have helpers for handling annoying things helpers for handling annoying things helpers for handling annoying things like number formatting and like number formatting and like number formatting and pluralization, which is not trivial in pluralization, which is not trivial in pluralization, which is not trivial in lots of different languages. Where lots of different languages. Where lots of different languages. Where things get much more powerful is their things get much more powerful is their things get much more powerful is their dictionaries that allow you to have
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dictionaries that allow you to have dictionaries that allow you to have consistent translations across various consistent translations across various consistent translations across various surfaces. So, if you have a feature with surfaces. So, if you have a feature with surfaces. So, if you have a feature with a specific name, you don't have to worry a specific name, you don't have to worry a specific name, you don't have to worry about that feature being named about that feature being named about that feature being named incorrectly in three different places. incorrectly in three different places. incorrectly in three different places. Now, you can finally know for a fact Now, you can finally know for a fact Now, you can finally know for a fact that the same translation and the same that the same translation and the same that the same translation and the same verb will be used across all these verb will be used across all these verb will be used across all these different surfaces. We tried this out different surfaces. We tried this out different surfaces. We tried this out for the T3 code marketing site and when for the T3 code marketing site and when for the T3 code marketing site and when I say us, I really mean our agents I say us, I really mean our agents I say us, I really mean our agents because agents are really, really good because agents are really, really good because agents are really, really good at using general translation. And after at using general translation. And after at using general translation. And after two prompts, we have everything we need two prompts, we have everything we need two prompts, we have everything we need to showcase our application in all sorts to showcase our application in all sorts to showcase our application in all sorts of different languages. And the best of different languages. And the best of different languages. And the best part is we can share these definitions part is we can share these definitions part is we can share these definitions across all of our services, whether it's across all of our services, whether it's across all of our services, whether it's our mobile app, our desktop app, our our mobile app, our desktop app, our our mobile app, our desktop app, our website, and more. Reach the 85% of the website, and more. Reach the 85% of the website, and more. Reach the 85% of the world that doesn't speak English at world that doesn't speak English at world that doesn't speak English at swyd.link/gt. swyd.link/gt. swyd.link/gt. Time for the crash out. Time for the crash out. Time for the crash out. I'm going to do more of a detailed I'm going to do more of a detailed I'm going to do more of a detailed version of this in a future video, but version of this in a future video, but version of this in a future video, but I'm going to give you the CliffNotes of I'm going to give you the CliffNotes of I'm going to give you the CliffNotes of it now. it now. it now. The $500 plan was a mistake. Not the The $500 plan was a mistake. Not the The $500 plan was a mistake. Not the existence of a $500 plan. Doing it right existence of a $500 plan. Doing it right existence of a $500 plan. Doing it right now. Absolute optical show. To tell now. Absolute optical show. To tell now. Absolute optical show. To tell people that the 20x plan is now 10x, but people that the 20x plan is now 10x, but people that the 20x plan is now 10x, but don't worry, you can get the 25x plan if don't worry, you can get the 25x plan if don't worry, you can get the 25x plan if you pay 2.5 times more, pisses everyone you pay 2.5 times more, pisses everyone you pay 2.5 times more, pisses everyone off, myself included. This was just a off, myself included. This was just a off, myself included. This was just a mistake. If they were going to do this, mistake. If they were going to do this, mistake. If they were going to do this, which obviously they had to eventually, which obviously they had to eventually, which obviously they had to eventually, they should not have done these things they should not have done these things they should not have done these things at the same time. It is such an at the same time. It is such an at the same time. It is such an unnecessary self-inflicted unnecessary self-inflicted unnecessary self-inflicted L that if I defend anything they do, you L that if I defend anything they do, you L that if I defend anything they do, you guys are going to call me a pay shill guys are going to call me a pay shill guys are going to call me a pay shill and I understand because this is such an and I understand because this is such an and I understand because this is such an absurd blunder optically that it makes absurd blunder optically that it makes absurd blunder optically that it makes them look insidious. The reality is that them look insidious. The reality is that them look insidious. The reality is that these subscription plans are not how these subscription plans are not how these subscription plans are not how they make their money. They make their
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they make their money. They make their they make their money. They make their money off the consumer plans like the $8 money off the consumer plans like the $8 money off the consumer plans like the $8 and $20 plan and selling API access to and $20 plan and selling API access to and $20 plan and selling API access to the labs, not from these $200 subs. This the labs, not from these $200 subs. This the labs, not from these $200 subs. This is not real profit for them. These are is not real profit for them. These are is not real profit for them. These are all about marketing. So, if this $500 all about marketing. So, if this $500 all about marketing. So, if this $500 plan did not help them with marketing, plan did not help them with marketing, plan did not help them with marketing, it failed. And I can comfortably say it it failed. And I can comfortably say it it failed. And I can comfortably say it failed. There was a bigger mistake failed. There was a bigger mistake failed. There was a bigger mistake though. And this is the one that's going though. And this is the one that's going though. And this is the one that's going to get a dedicated video in the near to get a dedicated video in the near to get a dedicated video in the near future. future. future. Ultrafast. Ultrafast. Ultrafast. All of the things I have said up until All of the things I have said up until All of the things I have said up until this point made sense for one reason. this point made sense for one reason. this point made sense for one reason. 16k is so cheap that cutting your cash 16k is so cheap that cutting your cash 16k is so cheap that cutting your cash value in half does not meaningfully value in half does not meaningfully value in half does not meaningfully decrease the amount of value you're decrease the amount of value you're decrease the amount of value you're getting from your subscription as long getting from your subscription as long getting from your subscription as long as you move to soul cuz the model is so as you move to soul cuz the model is so as you move to soul cuz the model is so much cheaper that 50% cut doesn't feel much cheaper that 50% cut doesn't feel much cheaper that 50% cut doesn't feel like a cut. Ultrafast is the opposite. like a cut. Ultrafast is the opposite. like a cut. Ultrafast is the opposite. Astra priced at a dollar per mil in Astra priced at a dollar per mil in Astra priced at a dollar per mil in cash, $10 per mil in normally, $50 per cash, $10 per mil in normally, $50 per cash, $10 per mil in normally, $50 per mil out. God forbid you have a bigger mil out. God forbid you have a bigger mil out. God forbid you have a bigger context window. Now you're paying context window. Now you're paying context window. Now you're paying double. Then you turn on ultrafast. double. Then you turn on ultrafast. double. Then you turn on ultrafast. You're not hallucinating. You're not hallucinating. You're not hallucinating. That just went from $10 in to $60 in.
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That just went from $10 in to $60 in. That just went from $10 in to $60 in. The cash input just went to $6 in. Cash The cash input just went to $6 in. Cash The cash input just went to $6 in. Cash rights are now $75 rights are now $75 rights are now $75 and the output tokens are $300 and the output tokens are $300 and the output tokens are $300 and that's before the long context. God and that's before the long context. God and that's before the long context. God forbid you don't have a context window forbid you don't have a context window forbid you don't have a context window limit on which thankfully we all do in limit on which thankfully we all do in limit on which thankfully we all do in Codex. Input's now $120 in. Codex. Input's now $120 in. Codex. Input's now $120 in. Cash input's $12 in. Cash rights are 150 Cash input's $12 in. Cash rights are 150 Cash input's $12 in. Cash rights are 150 bucks and the output tokens are $450 bucks and the output tokens are $450 bucks and the output tokens are $450 per mil out. per mil out. per mil out. I had Astra on ultrafast review two PRs. I had Astra on ultrafast review two PRs. I had Astra on ultrafast review two PRs. It cost $600. It cost $600. It cost $600. $600. $600. $600. We're now in the category where it would We're now in the category where it would We're now in the category where it would have been roughly the same cost to pay have been roughly the same cost to pay have been roughly the same cost to pay an engineer. It would have been slower, an engineer. It would have been slower, an engineer. It would have been slower, but I could have paid him. So, Open AI, but I could have paid him. So, Open AI, but I could have paid him. So, Open AI, the same day, put out the Pareto the same day, put out the Pareto the same day, put out the Pareto frontier cheapest model for the value frontier cheapest model for the value frontier cheapest model for the value you get ever by far. Like, let me go you get ever by far. Like, let me go you get ever by far. Like, let me go back to Slopilitics and show you the back to Slopilitics and show you the back to Slopilitics and show you the Pareto frontier really quick. They own Pareto frontier really quick. They own Pareto frontier really quick. They own it.
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it. it. Luna and Soul are so deep in the Pareto Luna and Soul are so deep in the Pareto Luna and Soul are so deep in the Pareto line that you can't even see them when I line that you can't even see them when I line that you can't even see them when I highlight it cuz they're just the Pareto highlight it cuz they're just the Pareto highlight it cuz they're just the Pareto line. Opus has a section that isn't that line. Opus has a section that isn't that line. Opus has a section that isn't that you see highlighted there when I hover you see highlighted there when I hover you see highlighted there when I hover because low and medium are not worth because low and medium are not worth because low and medium are not worth using compared to just using 61 Soul. using compared to just using 61 Soul. using compared to just using 61 Soul. So, they put out the cheapest model for So, they put out the cheapest model for So, they put out the cheapest model for that level of intelligence by far. that level of intelligence by far. that level of intelligence by far. Didn't put it on Cerebrus cuz that's how Didn't put it on Cerebrus cuz that's how Didn't put it on Cerebrus cuz that's how ultrafast runs. It's on different infra ultrafast runs. It's on different infra ultrafast runs. It's on different infra that is built for crazy inference. And that is built for crazy inference. And that is built for crazy inference. And it is incredibly expensive for them to it is incredibly expensive for them to it is incredibly expensive for them to run it. They just don't have the run it. They just don't have the run it. They just don't have the computer available. computer available. computer available. And it's like special chips from And it's like special chips from And it's like special chips from Cerebrus. So, they're trying their Cerebrus. So, they're trying their Cerebrus. So, they're trying their hardest to make enough to support this. hardest to make enough to support this. hardest to make enough to support this. It's crazy costs. I get it. It's crazy costs. I get it. It's crazy costs. I get it. But they put out the cheapest thing ever But they put out the cheapest thing ever But they put out the cheapest thing ever and the most expensive thing ever the and the most expensive thing ever the and the most expensive thing ever the same day. And the day before announced a same day. And the day before announced a same day. And the day before announced a cut a massive cut in how much cash value cut a massive cut in how much cash value cut a massive cut in how much cash value you get with your sub. This is all just you get with your sub. This is all just you get with your sub. This is all just pathetic. And the reason it happened or pathetic. And the reason it happened or pathetic. And the reason it happened or Astro ultrafast is Nvidia. I thought Astro ultrafast is Nvidia. I thought Astro ultrafast is Nvidia. I thought that they were used so they straight up that they were used so they straight up that they were used so they straight up just haven't gotten Cerebrus working. just haven't gotten Cerebrus working. just haven't gotten Cerebrus working. Have they just given up? Apparently, Have they just given up? Apparently, Have they just given up? Apparently, that's why they did this tweet because that's why they did this tweet because that's why they did this tweet because Cerebrus didn't work out for Astro Cerebrus didn't work out for Astro Cerebrus didn't work out for Astro ultrafast. Damn, I didn't even know ultrafast. Damn, I didn't even know ultrafast. Damn, I didn't even know that. That the cost makes even more that. That the cost makes even more that. That the cost makes even more sense now cuz that means that they are sense now cuz that means that they are sense now cuz that means that they are like massively over provisioning in like massively over provisioning in like massively over provisioning in order to make it that fast. God, yeah, order to make it that fast. God, yeah, order to make it that fast. God, yeah, no.
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no. no. The margins on the ultrafast stuff are The margins on the ultrafast stuff are The margins on the ultrafast stuff are Like, way, way lower. Like, way, way lower. Like, way, way lower. Apparently, Jane Street bought all the Apparently, Jane Street bought all the Apparently, Jane Street bought all the Cerebrus chips and that's why they Cerebrus chips and that's why they Cerebrus chips and that's why they aren't able to use them. Fun. Good to aren't able to use them. Fun. Good to aren't able to use them. Fun. Good to know. Regardless, this sucks and makes know. Regardless, this sucks and makes know. Regardless, this sucks and makes the value of that $500 plan feel awful the value of that $500 plan feel awful the value of that $500 plan feel awful because they're branding it as the plan because they're branding it as the plan because they're branding it as the plan with ultrafast. Ultrafast is an with ultrafast. Ultrafast is an with ultrafast. Ultrafast is an ultrafast way to burn through your ultrafast way to burn through your ultrafast way to burn through your limits. I did a bunch of math with my limits. I did a bunch of math with my limits. I did a bunch of math with my $500 plan using ultrafast. You get about $500 plan using ultrafast. You get about $500 plan using ultrafast. You get about $1,000 of ultrafast API value per week $1,000 of ultrafast API value per week $1,000 of ultrafast API value per week on that $500 plan, which means from our on that $500 plan, which means from our on that $500 plan, which means from our estimates 2.1 hours of generation. Yeah, estimates 2.1 hours of generation. Yeah, estimates 2.1 hours of generation. Yeah, my weekly limit can be killed in 2.1 my weekly limit can be killed in 2.1 my weekly limit can be killed in 2.1 hours. This was a mistake. hours. This was a mistake. hours. This was a mistake. They probably shouldn't have put it in They probably shouldn't have put it in They probably shouldn't have put it in the subscription at all. And combining the subscription at all. And combining the subscription at all. And combining all of these things at once, the release all of these things at once, the release all of these things at once, the release of 61 Soul with way lower margins that of 61 Soul with way lower margins that of 61 Soul with way lower margins that people don't understand, combine that people don't understand, combine that people don't understand, combine that with the limits being cut in the with the limits being cut in the with the limits being cut in the accounts so drastically before people accounts so drastically before people accounts so drastically before people understand this change, combine that understand this change, combine that understand this change, combine that with a new $500 plan that obviously with a new $500 plan that obviously with a new $500 plan that obviously people are going to feel pressured to people are going to feel pressured to people are going to feel pressured to upgrade to, combine that with ultra upgrade to, combine that with ultra upgrade to, combine that with ultra fast, which is the fastest way to burn fast, which is the fastest way to burn fast, which is the fastest way to burn the through that new plan, and any the through that new plan, and any the through that new plan, and any goodwill that could have been won by 61 goodwill that could have been won by 61 goodwill that could have been won by 61 Soul's efficiency has effectively been Soul's efficiency has effectively been Soul's efficiency has effectively been burned even faster than my limits.
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burned even faster than my limits. burned even faster than my limits. That's the problem. They did not release That's the problem. They did not release That's the problem. They did not release these things in an order that makes these things in an order that makes these things in an order that makes sense so that we could learn these sense so that we could learn these sense so that we could learn these changes. And I don't blame anyone for changes. And I don't blame anyone for changes. And I don't blame anyone for not understanding that 61 Soul has way not understanding that 61 Soul has way not understanding that 61 Soul has way lower margins. And I'm also not lower margins. And I'm also not lower margins. And I'm also not surprised that there are people who surprised that there are people who surprised that there are people who upgraded to this new plan excited for upgraded to this new plan excited for upgraded to this new plan excited for the ultra fast and then were blown away the ultra fast and then were blown away the ultra fast and then were blown away when their account was locked after like when their account was locked after like when their account was locked after like an hour or two of prompting. All of an hour or two of prompting. All of an hour or two of prompting. All of these things suck. All of these things these things suck. All of these things these things suck. All of these things hurt the trust that OpenAI has. And I'll hurt the trust that OpenAI has. And I'll hurt the trust that OpenAI has. And I'll be real, almost all of these things are be real, almost all of these things are be real, almost all of these things are OpenAI's fault. Doesn't mean I don't OpenAI's fault. Doesn't mean I don't OpenAI's fault. Doesn't mean I don't think they can come back, just means think they can come back, just means think they can come back, just means that Anthropic has put them in a tough that Anthropic has put them in a tough that Anthropic has put them in a tough place right now. The biggest benefit place right now. The biggest benefit place right now. The biggest benefit OpenAI used to have is that they were OpenAI used to have is that they were OpenAI used to have is that they were better at post-training in RL, so they better at post-training in RL, so they better at post-training in RL, so they could make smaller models that were could make smaller models that were could make smaller models that were really, really capable. Anthropic really, really capable. Anthropic really, really capable. Anthropic figured this out with the recent Sonnet figured this out with the recent Sonnet figured this out with the recent Sonnet and Opus releases, so that gap isn't and Opus releases, so that gap isn't and Opus releases, so that gap isn't really there anymore. And here we are. really there anymore. And here we are. really there anymore. And here we are. I guess Sam was right. I'm an Anthropic I guess Sam was right. I'm an Anthropic I guess Sam was right. I'm an Anthropic fanboy in the end. fanboy in the end. fanboy in the end. But yeah, the value you get on your But yeah, the value you get on your But yeah, the value you get on your account is a lot lower. My ultra fast account is a lot lower. My ultra fast account is a lot lower. My ultra fast usage on the $500 plan gets me around usage on the $500 plan gets me around usage on the $500 plan gets me around $4,000 a month, whereas just a few weeks $4,000 a month, whereas just a few weeks $4,000 a month, whereas just a few weeks ago, my $200 plan used to get me $12,000 ago, my $200 plan used to get me $12,000 ago, my $200 plan used to get me $12,000 a month. So my price got two and 1/2 a month. So my price got two and 1/2 a month. So my price got two and 1/2 times higher and my usage got three times higher and my usage got three times higher and my usage got three times lower. That just feels bad as long times lower. That just feels bad as long times lower. That just feels bad as long as you're thinking of it that way. It as you're thinking of it that way. It as you're thinking of it that way. It feels bad. I went from months ago being feels bad. I went from months ago being feels bad. I went from months ago being able to use 5.4 or even 5.5 literally able to use 5.4 or even 5.5 literally able to use 5.4 or even 5.5 literally all day and if worst case I'd hit like all day and if worst case I'd hit like all day and if worst case I'd hit like 10 to 15% of my usage in that window to 10 to 15% of my usage in that window to 10 to 15% of my usage in that window to not even surviving half a day with my not even surviving half a day with my not even surviving half a day with my $200 or even $500 plans, it does feel
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$200 or even $500 plans, it does feel $200 or even $500 plans, it does feel bad. And Open AI needs to fix it. They bad. And Open AI needs to fix it. They bad. And Open AI needs to fix it. They need to fix it by making things that are need to fix it by making things that are need to fix it by making things that are actually better than Astra. So, there's actually better than Astra. So, there's actually better than Astra. So, there's no reason to reach for that model. They no reason to reach for that model. They no reason to reach for that model. They need to make things that are as capable need to make things that are as capable need to make things that are as capable as Opus 5.5 that are as pleasant to use, as Opus 5.5 that are as pleasant to use, as Opus 5.5 that are as pleasant to use, that are way faster than they have that are way faster than they have that are way faster than they have currently for reasonable prices that can currently for reasonable prices that can currently for reasonable prices that can feel unlimited in our subscriptions. And feel unlimited in our subscriptions. And feel unlimited in our subscriptions. And they need to never ever ever they need to never ever ever they need to never ever ever brand the $500 plan as the ultra-fast brand the $500 plan as the ultra-fast brand the $500 plan as the ultra-fast plan. That was a mistake from the front. plan. That was a mistake from the front. plan. That was a mistake from the front. I warned them ahead of time. I still I warned them ahead of time. I still I warned them ahead of time. I still think that was a bad decision. So, to think that was a bad decision. So, to think that was a bad decision. So, to answer the original question, answer the original question, answer the original question, does the $200 sub suck now? If you are does the $200 sub suck now? If you are does the $200 sub suck now? If you are thinking about it as the Astra plan, the thinking about it as the Astra plan, the thinking about it as the Astra plan, the way I used to think of Claude as the way I used to think of Claude as the way I used to think of Claude as the Fable plan, yes. If you're buying the Fable plan, yes. If you're buying the Fable plan, yes. If you're buying the $200 plan just to use Astra or you would $200 plan just to use Astra or you would $200 plan just to use Astra or you would buy the $200 Claude plan to use Opus and buy the $200 Claude plan to use Opus and buy the $200 Claude plan to use Opus and Fable, yeah, go get the Claude plan. But Fable, yeah, go get the Claude plan. But Fable, yeah, go get the Claude plan. But if you can do both, I personally get a if you can do both, I personally get a if you can do both, I personally get a ton of value from having Claude spin up ton of value from having Claude spin up ton of value from having Claude spin up sole sub-agents to review its work sole sub-agents to review its work sole sub-agents to review its work because Open AI models I've still found because Open AI models I've still found because Open AI models I've still found are a bit more thorough with their are a bit more thorough with their are a bit more thorough with their analysis and will find things deeper analysis and will find things deeper analysis and will find things deeper than Anthropic models tend to. So, I do than Anthropic models tend to. So, I do than Anthropic models tend to. So, I do a wield and the vast majority of my a wield and the vast majority of my a wield and the vast majority of my Codex usage is either me using it to Codex usage is either me using it to Codex usage is either me using it to like do my email and computer you like do my email and computer you like do my email and computer you or it's coming from Claude calling Codex or it's coming from Claude calling Codex or it's coming from Claude calling Codex via T3 code in order to review Claude's via T3 code in order to review Claude's via T3 code in order to review Claude's work. And for those tasks, I have found work. And for those tasks, I have found work. And for those tasks, I have found it to be incredible and I get plenty of it to be incredible and I get plenty of it to be incredible and I get plenty of value out of my $200 subs. But the value out of my $200 subs. But the value out of my $200 subs. But the Claude plan is absolutely mandatory in Claude plan is absolutely mandatory in Claude plan is absolutely mandatory in my opinion if you want to ship serious my opinion if you want to ship serious my opinion if you want to ship serious engineering work regularly. It's just engineering work regularly. It's just engineering work regularly. It's just such a good value and you get so much.
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such a good value and you get so much. such a good value and you get so much. But I do suspect in the near future as But I do suspect in the near future as But I do suspect in the near future as Open AI and Anthropic get more and more Open AI and Anthropic get more and more Open AI and Anthropic get more and more competitive with enterprises and start competitive with enterprises and start competitive with enterprises and start driving those API prices down more and driving those API prices down more and driving those API prices down more and more, that the amount of subsidization more, that the amount of subsidization more, that the amount of subsidization we see here will go down and people will we see here will go down and people will we see here will go down and people will complain. There'll be lots of crazy complain. There'll be lots of crazy complain. There'll be lots of crazy graphs people are showing on Twitter how graphs people are showing on Twitter how graphs people are showing on Twitter how much worse the value it is, but I much worse the value it is, but I much worse the value it is, but I promise you you will still get more work promise you you will still get more work promise you you will still get more work done with the new models on the same done with the new models on the same done with the new models on the same plan in a year than you're getting from plan in a year than you're getting from plan in a year than you're getting from it today, or something went really, it today, or something went really, it today, or something went really, really, really wrong. Hopefully you now really, really wrong. Hopefully you now really, really wrong. Hopefully you now better understand the change to that better understand the change to that better understand the change to that $200 plan. Do I think everyone should $200 plan. Do I think everyone should $200 plan. Do I think everyone should rush to go sign up for it right now? No. rush to go sign up for it right now? No. rush to go sign up for it right now? No. Do I think the Claude plan is a better Do I think the Claude plan is a better Do I think the Claude plan is a better deal? Honestly, kind of yeah. But I also deal? Honestly, kind of yeah. But I also deal? Honestly, kind of yeah. But I also think 6-1 is all is one of the best think 6-1 is all is one of the best think 6-1 is all is one of the best values in models ever and you shouldn't values in models ever and you shouldn't values in models ever and you shouldn't discount that just because your discount discount that just because your discount discount that just because your discount rate is a bit lower than it was before. rate is a bit lower than it was before. rate is a bit lower than it was before. Let me know how y'all feel and how you Let me know how y'all feel and how you Let me know how y'all feel and how you think I'm still an OpenAI hardcore think I'm still an OpenAI hardcore think I'm still an OpenAI hardcore fanboy after a video where I tear them fanboy after a video where I tear them fanboy after a video where I tear them apart like this. I I know how this one apart like this. I I know how this one apart like this. I I know how this one will go. But until next time, will go. But until next time, will go. But until next time, peace nerds.
Summary
The main theme is the significant decrease in value for AI subscription plans, particularly OpenAI's $200 tier. Key references include Samma coins, US dollars, Codex, Claude, Sonnet, and the concept of an "arms race" in AI development. The takeaway is that users are experiencing a drastic reduction in AI inference output for the same price, potentially pushing them towards higher-cost tiers.