points by weird-eye-issue 23 hours ago | 0 comments
I disagree because with their subscriptions and people using Opus I doubt the majority of users are hitting their limits often so this would just burn compute on their end
[–] queenkjuul 23 hours ago
Enterprises pay API rates though and they account for the vast majority of revenue
[–] weird-eye-issue 23 hours ago
The vast majority of revenue from Claude Code or from their integrating the API in their own apps?
[–] krzyk 22 hours ago
All the programmers that work in companies with > 150 employees are forced into API pricing.
You could decide where most work.
[–] weird-eye-issue 22 hours ago
I would just say don't underestimate how many consumer/one person companies/freelancers have a Claude sub right now. Especially with all the AI hype on social media its a real frenzy. Would definitely be interesting to see a breakdown. My company spends way more on the API we integrate into our own app compared to our Claude Code sub costs so that's why I was trying to make the distinction across different API usage
[–] krzyk 21 hours ago
Our company doesn't integrate API at all. And we have claude code (obviously with API rates).
[–] weird-eye-issue 21 hours ago
Yeah I'd like to see a breakdown because I think there is a huge boom in single person subscriptions that is not sustainable long-term (they will churn high like consumer churn rates, not traditional b2b)
[–] brookst 17 hours ago
They published the numbers. 83% of revenue is API rates, 17% is subscription (individual and small business).
[–] sshine 22 hours ago
API vs. Subscriptions
I don’t know if there’s any openly available statistics on how API costs divide between Claude Code, Claude SDK, raw API, and via OpenRouter.
[–] bronlund 23 hours ago
[–] brookst 17 hours ago
I run three 20x max accounts to 100% every week. I could easily use more if I could afford it.
And obviously they wouldn’t IPO if they didn’t need to raise cash, but have you read the S1?
[–] weird-eye-issue 5 hours ago