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This doesn't bode well, 500$ is the new 200$? Wild that they're doing this after Sonnet/Opus 5.5 releases.
I wonder how legal it is to change usage during a running subscription.
They also halved API prices with GPT-6, so I think it’ll net out pretty close for sol and Luna, but much less to be used for Astra.
Legality is no concern for these magical companies. Money is of no object, laws do not apply, the return on investment must not be spoken.
They're halving the $200 sub so it essentially becomes 10x from 20x
20x was never about total usage, only 5h one. For 2x price you get 2x usage
Factually wrong. I mean how can 20x be about 5h usage when 5h limits were not part of the Pro plan for a long time.
You're wrong for OpenAI, their 5x/20x always referred to the full weekly limit, and my (and others') multiple tests confirmed it empirically multiple times by calculating API-equivalent prices, especially when going from one subscription tier to another.
You're right for Anthropic though, their 5x/20x is mostly for 5h limit.
That was the case for Anthropic from what I remember, with everyone being pissed off about misleading marketing.
For OpenAI:
https://learn.chatgpt.com/docs/pricing
https://x.com/thsottiaux/status/2094254532020818191
Having two basic Pro accounts - one from Anthropic - makes much more sense now.
Hard to believe when all they've done so far is raise prices and reduce usage quotas.
The 20x plan right now lasts about 1 day and they're reducing it to half a day of usage?
I agree with them. It will happen circa 2035, when OpenAI will at best be a Microsoft division, acquired for $20bn.
And renamed to Copilot
"it will net out at half the dollar in API spend compared to the old Pro $200 plan"
So effectively 50% less usage.
or your money back?
Codex GPT-6 models are so congested and slow at the moment it is difficult to get through the current 20x plan anyway.
Well, this is upsetting. I was already maxing out two $200 subscriptions days before the weekly limit. I wonder how bad it'll be after this change.
So, they’re finally trying to end the subscription subsidies. Presumably ahead of Q4 so that their financials will look better going into next year for the IPO.
The assumption of the math is that you are not using Astra (which is hilarious). If you are not using Astra there is no point currently when Claude Opus 5.5 exists.
OpenAI were initially competing with Anthropic in $ value of tokens, and then number of tokens, and then the 5h limit removal meant you could buy multiple plans for huge continuous usage. This gravy train was never sustainable from a margin perspective and must have cost them billions.
It’s now going to be interesting how anthropic react - 5h limit and retain 15-20x $ value, or go the same was as OpenAI.
Anthropic have the revenue to subsidise longer. OpenAI is lagging behind Anthropic on the API revenue which is where Anthropic is making the majority of its money. I expect Anthropic will smell blood in the water and double down on their subsidies.
Yes very possibly. If you assume your competition will always exist then I think it makes sense to increase prices as they do even if you have the best business model.
So after a very tepid response to Sol / Luna 6 - right when opus 5.5 is almost universally praised - OpenAI decided to cut in half their only subscription plan that was still decent value?
Things sure change quickly. 2 months ago you had nigh infinite usage and Sol 5.6 was a significant step forward. Now they're behind in both models and usage, and Astra 6.1 is too dangerous to release or some such (or possibly got embarrassed by opus). What are they even going to show off on today's devday, is a clone of grokbot really that interesting?
Do note, it does not say 20x.
It's very obvious that they need compute for whatever they are announcing tomorrow and that thing will most likely have free usage. So they are cutting usage on the biggest users of compute to allow them to be able to serve whatever they are announcing tomorrow to the masses.
The thing is probably a Muse, and Grok Bot competitor.
I wish they would give the notice one month in advance. Last week my $200 was renewed, and if tomorrow my usage cuts in half (if I understood correctly) it feels as I got partially ripped.
Looks like OpenAI is finally compute constrained (and they're already back to the market to raise money, presumably to for more compute).
I'm not sure if compute alone is enough of a moat enough but so far that's how they have survived Anthropic's capture of the enterprise/professional market. Along with shitposting on X and playing Anthropic's unforced errors on developer relations.
But I suspect OpenAI will have to make some hard decisions about de-prioritizing their consumer products, which is most of their current valuation?
Codex $200 usage was already lower than $200 of Claude for around 2 months now. Half of that means that subscription is not really worth it unless you max things out all the time. But if you're going to go with API rates, there are better priced options out there than whatever OpenAI provides.
This is a risky strategy for OpenAI, and time will tell how will this work. But my hunch is that this is a catastrophic blunder.
I was listening to Dario's podcast where he was talking about how the entire game is in predicting extremely well how much compute you buy in advance, and if you miscalculate, it's pretty much over.
Looks like OpenAI miscalculated.
People are up in arms about this change but I think the knee-jerk reaction here is missing the bigger picture.
I bet API pricing is going to be more competitive with enterprises.