@quxiaoyin: I don't think Anthropic's valuation will tank. There's still a profitable path for @AnthropicAI going forward, but sell…

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Summary

A Twitter thread argues that Anthropic has profitable paths through products like Claude Mac app and consulting, but its high API pricing strategy may not be sustainable.

I don't think Anthropic's valuation will tank. There's still a profitable path for @AnthropicAI going forward, but selling APIs at 100x the price is not the right path. - Claude Mac app is a great product. Claude Max works as long as they don't add bullshit limits for $200 a month. - Anthropic's consulting arm will create tons of value for AI adoption and make $$$ - They still have the best talents with great product sense and will build amazing products. - They can keep pushing real frontier in science, cyber and directly create tons of value - They will push for outcome-based pricing because that's where the profit is But the "open-source is so dangerous so let us sell you APIs at 100x price and retain your data coz we are so responsible" playbook just won't work.
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Cached at: 07/01/26, 06:12 PM

I don’t think Anthropic’s valuation will tank. There’s still a profitable path for @AnthropicAI going forward, but selling APIs at 100x the price is not the right path.

  • Claude Mac app is a great product. Claude Max works as long as they don’t add bullshit limits for $200 a month.
  • Anthropic’s consulting arm will create tons of value for AI adoption and make $$$
  • They still have the best talents with great product sense and will build amazing products.
  • They can keep pushing real frontier in science, cyber and directly create tons of value
  • They will push for outcome-based pricing because that’s where the profit is But the “open-source is so dangerous so let us sell you APIs at 100x price and retain your data coz we are so responsible” playbook just won’t work.

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