Subscription plans for consumer and small-business AI are deeply subsidized but materially affect margins and compute economics: subscriptions can be only ~10% of revenue while consuming >40% of inference compute and depressing blended revenue per MW by roughly $36M in one example. To capture real value you must treat a plan, model, and workload as a single tuple because providers meter different token types (input, cache write, cache read, output) differently and expose limits across short windows (e.g., 5-hour and weekly meters). A Tokenomics Model and live Subscriptions Dashboard were built to continuously translate those meter limits into API-equivalent dollars so purchasers can compare plans on a like-for-like basis.
The measurement method runs controlled experiments (prompt templates, cache tagging, long-output essays) that record billed token counts and meter moves, convert step sizes into tokens-per-window, and then into monthly API-equivalent price per MTok with a ±5% confidence range. The analysis finds Anthropic’s mid-tier offerings deliver roughly 5x the API-equivalent value of OpenAI’s comparable models (e.g., Opus 5.5 vs GPT-6.1 Sol), notes Anthropic’s Fable is capped at 50% of a plan, and documents that providers silently A/B test or change limits (OpenAI recently halved its $200 plan and added a $500 tier). The dashboard tracks multiple providers and updates as plans, models, or limits change.
Summary generated by AI from the linked article. hn.today is not affiliated with Hacker News or Y Combinator.