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They're perfectly happy being an API provider, where they're not selling their tokens at a loss. My guess is that they're counting the losses for Claude Code M

by gwd 7mo ago

They're perfectly happy being an API provider, where they're not selling their tokens at a loss. My guess is that they're counting the losses for Claude Code Max plans as R&D: what does usage look like if people don't have to worry about the cost of tokens? Because someday they won't, and Anthropic want to skate to where the puck will be, not where it is.

adampunk 7mo ago
You don't go after OpenCode because they allow for arbitrage. You go after them because they can decouple your model from your brand.
- gwd 7mo ago
  Before this change: Opencode decouples model (Claude) from brand (Claude Code) in one of two ways: using the subscription, or pay-per-use API calls After this change: Opencode decouples model from brand in one way: pay-per-use API calls This change fails to prevent decoupling model from brand.
  - adampunk 7mo ago
    Do you have an anthropic API key with money attached to that account? Do you think most people who have a subscription to Claude code have an API key for Anthropic and have money attached to that that they’re ready to spend? Do you think those people who have an API key are ready to just give it to some random application rather than being directed to a Web or application based sign on mechanism serve served by a company they trust? Even if the consumers are programmers, an API key is not a consumer instrument. There is no universe where you convert a whole number percentage of users in the scenario.
    - gwd 7mo ago
      > Do you have an anthropic API key with money attached to that account? Yes, I do. Getting a Gemini API key was annoying, but getting API keys for Claude and GPT were simple and straightforward. The web-based redirect from a command-line tool is always far weirder and more awkward than just pasting in an API key. Since we're talking about programmers here, they should realize that both the API key and the web-based redirect end up doing the same thing: generating a token that allows this program to act as you over the API.

by gwd 7mo ago

adampunk 7mo ago

You don't go after OpenCode because they allow for arbitrage. You go after them because they can decouple your model from your brand.

gwd 7mo ago
Before this change: Opencode decouples model (Claude) from brand (Claude Code) in one of two ways: using the subscription, or pay-per-use API calls After this change: Opencode decouples model from brand in one way: pay-per-use API calls This change fails to prevent decoupling model from brand.
- adampunk 7mo ago
  Do you have an anthropic API key with money attached to that account? Do you think most people who have a subscription to Claude code have an API key for Anthropic and have money attached to that that they’re ready to spend? Do you think those people who have an API key are ready to just give it to some random application rather than being directed to a Web or application based sign on mechanism serve served by a company they trust? Even if the consumers are programmers, an API key is not a consumer instrument. There is no universe where you convert a whole number percentage of users in the scenario.
  - gwd 7mo ago
    > Do you have an anthropic API key with money attached to that account? Yes, I do. Getting a Gemini API key was annoying, but getting API keys for Claude and GPT were simple and straightforward. The web-based redirect from a command-line tool is always far weirder and more awkward than just pasting in an API key. Since we're talking about programmers here, they should realize that both the API key and the web-based redirect end up doing the same thing: generating a token that allows this program to act as you over the API.