SemiAnalysis: a $200 Claude subscription gives roughly five times more "API equivalent" than OpenAI's subscription
Prepared by Sintelligent with the help of SI. Publication time restored from the build log. . Updated: .
SI subscriptions are heavily subsidized with compute: users get more than they pay for while labs fight for audience.
SemiAnalysis analysts compared plans by token counts in five-hour windows and per month and converted them to cost at API prices for the mid-tier models GPT-6.1 Sol and Claude Opus 5.5. By their calculations, Claude Pro at $20 gives 2.9 billion tokens a month versus 1 billion for ChatGPT, and Claude subscriptions bring in about 10% of Anthropic's revenue but consume about 42% of its compute. The authors caution that "API equivalent" does not capture everything and other metrics may show a different picture; according to them, OpenAI recently halved the value of its $200 plan.
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