What's the better business model for an AI lab, subscription or...
SemiAnalysis@SemiAnalysis_
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Jun 11, 2026
~1 min read
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What's the better business model for an AI lab, subscription or API? (1/4)🧵
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Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found that the subscriptions are actually far more generous. (2/4)
