Their team bought one of each Anthropic and OpenAIsubscriptionplan, ran long-horizon coding tasks until the weekly limits were exhausted, and back-calculated what each subscription actually delivers at API-equivalent pricing.
The headline numbers — up to $14,000/month of usage on a $200 ChatGPT Pro plan and $8,000/month on Claude Max 20x — are 4× to 7× more generous than the widely-circulated ~$2,000/month rule of thumb.
They then modeled subscription gross margin under the assumption that the underlying API carries a 75% margin.
THE BUSINESS ENGINEER
Continue Reading: The Subsidized AGI Economy
SemiAnalysis just published a sharp thread of primary research on AI subscription economics.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
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