' Hey, Linas here! Every day, I break down 3 stories shaping the future of FinTech & Artificial Intelligence - plus the money movements and trends worth tracking. First time here' 400k+ FinTech and AI leaders get this daily. Join them: A $200 Claude Max plan buys about $11,700 of Claude Opus 5.5 work a month at API prices. The same $200 at OpenAI buys just about $2,100 of GPT-6.1 Sol. Those figures come from SemiAnalysis, which just limit-tested the major AI subscriptions in a study published October 5. At $20, Claude Pro carries roughly 2.9 billion Opus tokens a month, against about 1 billion on ChatGPT's $20 plan. Most subscribers collect just a small fraction of that. Primarily because they use Claude like a smarter search box: ask a question, read the answer, close the tab. Anthropic's pricing is built around exactly that. SemiAnalysis models Anthropic's gross margin on an Opus-heavy Max subscriber at +6% when that subscriber uses 20% of the allowance and -369% when they use all...
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