odd_primes
9hr ago
There are some Chinese contenders within striking distance as well. GLM-5.1 is open weight and seems to perform somewhere between Opus 4.5 and 4.6. It's pretty incredible that there is open weight competition that's less than six months behind frontier state of the art.
I guess it depends whether you think this is a forced move due to running out of money or if they have run their internal numbers and think people are willing to pay the increased prices. VC money is a runway, it's not intended to be a permanent subsidy. If they reduce the amount of money they are burning on subsidized inference, that's money they can put into R&D, more GPUs, etc.
It's hard to speculate without knowing more about their internal metrics, but based on the complaints I have heard about Claude being slow, laggy, etc, it sounds like they are quite oversubscribed. If the demand exceeds the supply, increasing prices is the logical move.
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