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Comment on Anthropic revenue reportedly jumps to more than $11.5B in second quarterparent

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Enterprises will pay tens of millions a month, millions of individuals will pay $100 a month and there will be a long tail as they offer cheaper pricing and perhaps ad-supported pricing.

The average American family won’t be willing to pay more than a Netflix subscription.

I think in five years, it will only be power users that use a model in its raw form - everyone else will mostly consume using wrapper apps.

But will the wrapper apps cover token cost, or will tokens act more like electricity?

Token cost is falling rapidly for a given quality. We don't think about this too much as newer models have made legacy apps obsolete - but its an interesting question what the cheapest text to sql or similar model would be. I still go by 10x cost decrease per 6 months for any given model quality.

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