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Not profitable given their loss-leader rate limits.

Platforms want Planet Fitness type subscriptions, recurring revenue streams where most users rarely use the product.

That works fine at the $20/month price point but it won't work at $200+ per month because the instant I stop using an expensive plan, I cancel.

And if I want to use $1000 worth of the expensive plan I get stopped by rate limits.

Maybe the ultra-level would generate more revenue with bigger market share (but lower margin) with a pay-per-token plan.



I don’t know how, but we’re in this weird regime where companies are happy to offer “value” at the cost of needing so much compute that a 200+$/mo subscription still won’t make it profitable. What the hell? A few years ago they would have throttled the compute or put more resources on making systems more efficient. A 200$/month unprofitable subscription business was a non-starter.


> A 200$/month unprofitable subscription business was a non-starter.

Did we live through the same recent ZIRP period from 2009-2022? WeWork? MoviePass?


as antrophic ceo say

the cashcow is on enterprise offering




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