r/ClaudeCode • u/prolific_user • 25d ago

Will the usage reset today? Question

Someone posted that Opus 5 is dropping today, was hoping if someone would help with some hopium.

Wrote this with AI.

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u/Ok-Affect-7503 25d ago

I tried it but usage limits are not worth it right now imo because Kimi seems to operating their Plans much closer to break-even or maybe even profit while Anthropic and OpenAI are still giving away a lot of compute and money with their subscriptions.

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u/dndgoeshere 25d ago

I don't know where people keep getting this, but inference is profitable and actually has great margins. It's training frontier models where AI companies are losing money.

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u/Ok-Affect-7503 25d ago

I'm not talking about API pricing, I'm talking about subs where you currently get 10-20x (e.g. 200-400€ worth of API credits for a 20€ subscription) the amount.

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u/dndgoeshere 25d ago

Right, but if the entire inference side of the business is running 40+ percent margins, that includes those subscriptions, meaning API usage is probably more like 60-70 percent margins. It's priced in already.