← All IntelClip / OtherLabs subsidizing usage to build lock-in, then price gouging
From Open Source Is Dead. Long Live Open Source. — Saoud Rizwan, Cline · ≈6:29
“the crazy part is is that the AI labs are losing money too.”
“they found that a $200 plan for claude would give them about $8,000 worth of API usage.”
“a $200 subscription to codeex would give them about $14,000 worth of API usage.”
What’s in it
- Reveals AI labs lose money subsidizing coding subscriptions to lock in devs
- Shares hard numbers: $200 plans yield thousands in API usage value
- Explains the bait-and-switch strategy behind agent tooling and CI hooks
Clip transcript
months and the crazy part is is that the AI labs are losing money too. Um this is a chart from semi analysis where they ran experiments with claude code and codec subscriptions where they would give them long u horizon coding tasks until they exhausted their weekly limits. And they found that a $200 plan for claude would give them about $8,000 worth of API usage. Um and a $200 subscription to codeex would give them about $14,000 worth of API usage. Um so I think the strategy is pretty obvious. They're essentially going to subsidize this um until they have as many engineers dependent on their uh tooling as possible with agents in their CI and background cloud agents and looping agents and all these things where it feels like every new feature and marketing push from these labs seem to be a new workflow to standardize on to use even more tokens and to be locked in even more. Um, and then inevitably the price gouging, uh, once they've got you
Comments
Sign in to comment.
Loading comments…