this post was submitted on 29 Mar 2026
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Fuck AI
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AI, in this case, refers to LLMs, GPT technology, and anything listed as "AI" meant to increase market valuations.
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Sora at 15 million USD/day burn rate and 3 million USD in yearly revenues buttresses your point. I did see a guy on here (maybe it was a reddit repost or HN repost bot now that I think of it since lemmy hates ai) doing the math and for his plan that was $150 a month or so his compute costs were between $60 and $120 at the published prices for compute hours. His point was also that the big players would have to stop subsidising eventually.
Yeah, the numbers are kind of crazy if you take the time to dig into them. I'm forced to use Claude at work, but the company has bought all of us in at the $200 a month tier. That subscription gives basically unlimited usage... assuming you stay within Claude's ecosystem (Claude code, basically).
However, if you want to use Claude with some other tools you have to generate an API key, and that gets billed by token usage (on top of the $200 per month). I know devs who are burning through $100 PER DAY on API usage, and I suspect their usage patterns are not at all unusual for heavy users. But even if it is, you'd still only have to be spending $7 a day in compute for the math on a $200 monthly sub to make sense for Anthropic, so it's pretty obvious that their subscription customers are losing them money at an insane rate.
I'm pretty sure even doubling the subscription costs wouldn't be enough for them to break even on compute, which is insane given how expensive a monthly sub is already. Once the VC money runs out and a sub price rises to $1000+ per month, the whole landscape is going to change extremely quickly.
That guy is assuming that the Government won't bail them out with borrowed tax dollars, which they will. Unless the credit card is already maxxed out, that is happening it's just a question of when, 37 trillion and counting.