Anthropic’s big burst of Claude Code revenue from December onward came at the cost of letting people set money on fire at a rate unseen in any industry in history. It is egregious and wasteful, it is getting worse not better, and eventually will exceed the available global funding.
February 15, 2026 at 10:49 PM
Anthropic’s big burst of Claude Code revenue from December onward came at the cost of letting people set money on fire at a rate unseen in any industry in history. It is egregious and wasteful, it is getting worse not better, and eventually will exceed the available global funding.
In the last 24 hours I’ve read maybe 50 different people’s actual token burn cost on Claude Code. I’ve seen somebody on the $20 plan burning $145 and somebody on the $100 plan spending $812 worth. None of this is possible without infinite resources. And models mysteriously “get dumber” too.
February 15, 2026 at 10:45 PM
In the last 24 hours I’ve read maybe 50 different people’s actual token burn cost on Claude Code. I’ve seen somebody on the $20 plan burning $145 and somebody on the $100 plan spending $812 worth. None of this is possible without infinite resources. And models mysteriously “get dumber” too.
I fundamentally believe this era is an illusion. The current versions of Codex and Claude Code are costing OpenAI and Anthropic so much money because they’re running at like a negative 150% gross margin. All improvements involve more and more compute. The limits will be sudden and brutal.
i think i mostly echo this for myself. with so much that can be done, i often feel like i *should* be doing something, always
February 15, 2026 at 10:45 PM
I fundamentally believe this era is an illusion. The current versions of Codex and Claude Code are costing OpenAI and Anthropic so much money because they’re running at like a negative 150% gross margin. All improvements involve more and more compute. The limits will be sudden and brutal.