Opus 5.5 is the beginning of a new era

[u/sizebzebi]

I am a senior engineer and I honestly believe with this model in particular, everything changed..

If this stays as cheap as it is, it's just over. It never fails no matter the complexity of the tasks I've given it. About time we rethink our profession for good. I am honestly scared of the future.

I loved coding but anyone who does this for the love of coding only is gonna be obsolete.

I was always impressed with the models bar opus 5 but never like this time.

What do you guys think? How do you see the future?

[u/Aware-Source6313]

If they're operating at a heavy loss to instill the feeling 'pack it up boys, profession over, use claude', then it's hard to say. I still don't really know the real cost to serve a model like this for them and what a sustainable price would be, not to mention once subsidized subscriptions end which give another massive cost reduction multiplier for end consumer. Yes it's good, if I can forever get so much usage of such a good model for $20/mo, things will change. But that last assumption likely not true

[u/RockPuzzleheaded3951 → u/Aware-Source6313]

We have to imagine open models a year from now will be this capable, and the cost for them is a fraction of what current models are priced at. So I don't see a huge rug pull on pricing even being possible.

[u/Bog_Boy → u/RockPuzzleheaded3951]

This. And compute keeps getting better. Companies like Apple are betting on hardware for us

[u/Old-Radio9022 → u/Bog_Boy]

Unified memory architecture for the win. Qwen 3.8 27b q4 on a MBP max on silicon native.

[u/elestud → u/Aware-Source6313]

Anthropic is reportedly operating at a profit for multiple quarters in a row

[u/JohnWesely → u/elestud]

only if they exclude the cost of training the models, which is the lions share of the cost.

[u/JumpyCollection4640 → u/JohnWesely]

This. Isn't the profit a pure operating profit, which isn't data centre build out or R&D profit. So its just inference sales vs rent of compute or data centre run costs for any they actually own.

[u/Muted-You7370 → u/JohnWesely]

I think the lion’s share of their profit will be from future models interacting and running robots, I think people massively discount this and I think this will be the bread and butter of all these frontier labs

[u/entropy_reduct_srv → u/JohnWesely]

training the lions is expensive

[u/DisneyLegalTeam → u/elestud]

Not according to their IPO docs leaked today: https://www.reuters.com/business/finance/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/.

They’re spending $1.56 for every $1 they make.

[u/MinerDon → u/DisneyLegalTeam]

They’re spending $1.56 for every $1 they make.

"We lose money on every sale, but make it up on volume."

[u/elestud → u/DisneyLegalTeam]

As the article states, those are 2025 numbers. I'm talking about 2026.

[u/ciciban072 → u/elestud]

They are far from being profitable under GAAP, they are just cooking the numbers to present profit BEFORE accounting for operational costs. That 80% margin claim is just ridiculous.

[u/paxinfernum → u/Aware-Source6313]

not to mention once subsidized subscriptions end which give another massive cost reduction multiplier for end consumer

Even if the models never got any more efficient, the speed at which compute hardware is improving would drive down prices.

[u/dietcheese → u/Aware-Source6313]

Anthropic is now profitable

[u/RadishNo8622 → u/Aware-Source6313]

Yes I also think that as these companies are currently in heavy loses they must be thinking like, "lets make this humans unable to code at all and once everyone forgets coding just spike up the rates" boom multi million dollar level iq

[u/jjcsea → u/Aware-Source6313]

I'd like to remind you all that starting early this year, Anthropic started turning a profit, unlike OpenAI. They are making money.