zlacker

>>daniel+(OP)
I kind of lost interest in local models. Then Anthropic started saying I’m not allowed to use my Claude Code subscription with my preferred tools and it reminded me why we need to support open tools and models. I’ve cancelled my CC subscription, I’m not paying to support anticompetitive behaviour.

>>cedws+ag
I do wonder if they locked things down due to people abusing their CC token.

>>gianca+tk
In what way would it be abused? The usage limits apply all the same, they aren't client side, and hitting that limit is within the terms of the agreement with Anthropic.

>>cedws+zn
The subscription services have assumptions baked in about the usage patterns; they're oversubscribed and subsidized. If 100% of subscriber customers use 100% of their tokens 100% of the time, their business model breaks. That's what wholesale / API tokens are for.

> hitting that limit is within the terms of the agreement with Anthropic

It's not, because the agreement says you can only use CC.

>>bri3d+3o
> The subscription services have assumptions baked in about the usage patterns; they're oversubscribed and subsidized.

Selling dollars for $.50 does that. It sounds like they have a business model issue to me.

>>Nemi+Pq
This is how every cloud service and every internet provider works. If you want to get really edgy you could also say it's how modern banking works.

Without knowing the numbers it's hard to tell if the business model for these AI providers actually works, and I suspect it probably doesn't at the moment, but selling an oversubscribed product with baked in usage assumptions is a functional business model in a lot of spaces (for varying definitions of functional, I suppose). I'm surprised this is so surprising to people.

>>bri3d+2t
The Business model is Uber. It doesn't work unless you corner the market and provide a distinct value replacement.

The problem is, there's not a clear every-man value like Uber has. The stories I see of people finding value are sparse and seem from the POV of either technosexuals or already strong developer whales leveraging the bootstrapy power .

If AI was seriously providing value, orgs like Microsoft wouldn't be pushing out versions of windows that can't restart.

It clearly is a niche product unlike Uber, but it's definitely being invested in like it is universal product.