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points by giwook 2 days ago | 0 comments
I would think there's a nonzero chance they raise enterprise prices as well... is a big corporation with thousands of employees relying on cloud LLM suddenly going to significantly cut their AI spending due to a 5 or even 10% increase?

Is it wise to believe that once Anthropic (and OpenAI, for that matter) are public, that they won't start looking for ways to improve margins, such as increasing enterprise pricing even by single-digit percentages given it comprises the lion's share of their revenue?

e.g. adding 5% on top of API pricing isn't likely to cause noticeable churn if at all, and yet 5% of a massive number can make a meaningful difference in share price.

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