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SemiAnalysis: AI Subscriptions Are 40–70x Cheaper Than API for Heavy Users; OpenAI Eyes Deep Price Cuts

Synthesis history

3 versions, newest first.

  1. Version 3 2026-06-15 08:30 UTC · 85 items

    SemiAnalysis extended their analysis into an access-inequality argument on June 15: frontier inference is now so expensive that a single prompt from Microsoft's Fable 5 'ultracode' costs more than a World Cup match tick…

  2. Version 2 2026-06-14 18:21 UTC · 48 items

    The main new developments are the IPO filings and the Series H details. Anthropic raised $65 billion in its Series H [^28908][^28914] and filed confidentially for an IPO on June 1 [^28913]; OpenAI filed at $852 billion …

  3. Version 1 2026-06-14 02:18 UTC · 17 items

    SemiAnalysis ran empirical tests on top-tier Anthropic and OpenAI subscription plans — purchasing each and running long-horizon coding tasks until hitting weekly limits — and found that for heavy users, subscriptions ar…