太好笑了，薅羊毛最狠的那批人，这回被精准薅了回去！
本来么，200 美元一个月的 Claude，有人能用出 1.17 万美元。
谁承想，薅了一年多，这回 Anthropic 悄悄把羊毛收回去了。
咱们都知道，Claude 最贵的个人套餐就是Max 20x，要交 200 美元一个月。按 API 的价钱折算，一个号用满，一个月能用出 11726 美元，是月费的 59 倍。
好家伙，是谁薅这么狠？答案就是——天天挂着 Agent 跑代码的人。
本来一开始，订阅只限 5 小时，用完等 5 小时就又满血了，一周都不封顶。
于是，有人发现机会了！他们干脆让 Claude Code 24 小时在后台跑，甚至还有大聪明发明了「共享账号」、「转卖使用权」这类新玩法。
是可忍孰不可忍！
去年 8 月，Anthropic加了一条新规——每周上限，明说就是冲着这批人来的，但是只会影响不到 5% 的订户。
本来吧，5 小时的上限是碗，一顿饭能吃多少盛多少；每周的上限则是锅，总共就这么多。去年，Anthropic给大家配了口锅。
而这一次，Anthropic悄悄把锅换小了！
SemiAnalysis：当心Anthropic！
10 月 22 日，分析机构 SemiAnalysis 发推提醒——
X 上喊额度变少的人，你们说对了，Anthropic 真的在偷偷测试！
他们同一天测了两个一模一样的 200 美元号，其中一个被改过，碗大了 19%，锅小了 20%。
碗大了听起来很不多，头两天用着特别爽。
可锅小了，天天用满的人原来能干到周四下午，现在周三中午额度就锁了，只能等下周才能重新蹬，里外里一算：一个月直接少用2341 美元！
所以，这到底坑了谁，谁又赚了？
答案是——坑的是天天跑满的人，也就是原来薅得最狠的那批用户。
这么一比较，偶尔用用的人，反倒是白赚了。毕竟，这帮人一周都碰不到锅底，锅小不小无所谓，碗大了是真的。
这么一算，Anthropic 也不是赚了，而是少亏一点。
SemiAnalysis 10 月初算过，一个把额度用满的人，这单订阅的毛利是负 369%，这就等于收你 200，结果自己倒贴 700 多。
锅改小以后，一个号大概少贴 190，听起来还是划算。
所以，这次Anthropic刀下得真准！一刀就砍这让它亏得最多的人身上。
要知道，前不久OpenAI刚把 200 美元档一刀切了，而Anthropic的手法比他们微妙多了——它是把碗加大、锅缩小，并且只挑一部分号，而且悄咪咪地不吭声。
X上的网友们，立马火眼金睛地发现了。
算力平台 io.net 的 Tory Green 说，这简直是把航空公司那套搬到模式上了！
有些航空公司，会把同一排座位卖出八种价钱：先放松某个限制，让你马上就感觉到，然后再收紧另一个，你得过后才发现。，等套餐里的用完了，再卖你加量。
然而不同的是——航空公司起码会告诉你，你坐的是经济舱。
同样交 200，没人告诉你自己的号被改过没有。
毕竟，界面上就两根进度条，你只能看到进度条走得快还是慢，也看不出锅到底换了没有。
有X网友委屈地表示：我错了，居然一周都在怪自己的提示词。
目前，针对网上这些质疑，Anthropic 没有公开回应。
对此，我们是这么看的——AI 包月吃到饱，根本撑不过两年！
道理很简单。
现在天天研究AI怎么用的，就那么几个人。
再过两年，等大家都习惯让AI帮忙写代码、回邮件、做表格了，AI公司收的那点包月费根本不够覆盖服务器成本。
那他们怎么赚钱？只能偷偷克扣你的额度。
到时候你干活快不快，已经跟你的脑子没关系了，全看科技公司的老板给你分配多少系统资源。
后台偷偷拧一下开关，你的AI就变卡变傻了，你连怎么回事都不知道。
以前咱们拼的是爹妈给的智商。
以后咱们拼的，全是科技公司施舍的算力。
参考资料：
https://x.com/semianalysis_/status/2113383965784502444https://newsletter.semianalysis.com/p/anthropic-subscriptions-offer-5x
编辑：Aeneas 约拿
本文由 AI图鉴自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
That's so funny. grab freebies's toughest group. This time it's been poached!
Originally, $200 a month Claude, someone could use $1.17 million.
Whoever thought, for over a year, this time Anthropic quietly took the wool back.
As we all know, Claude's most expensive personal package is Max 20x for $200 a month. Based on the API price, one number is full and can be spent $11,726 per month, 59 times the monthly fee.
Dude, who's that tough? The answer is -- the one who hangs Agent every day.
At the beginning, the subscription was limited to five hours, and after five hours, it was full of blood.
So, someone found out about the opportunity. They just let Claude Code run around the backstage 24 hours, and even smartly invented new games like "shared account numbers" and "sale usufruct."
It's unbearable!
Last August, Anthropic added a new rule -- the weekly ceiling, which is clearly for the group, but only affects less than 5% of subscribers.
Come on, five hours maximum is a bowl, how much can you eat at a meal, and the weekly limit is a pot, that's all. Last year, Anthropic made a pot for everyone.
And this time, Anthropic quietly changed the pot!
SemiAnalysis: Watch out for Anthropic!
October 22nd, SemiAnalysis tweets:
You're right, Anthropic is really testing!
They measured two identical $200 the same day, one of which was modified, the bowl was 19% bigger, the pot was 20% smaller.
It doesn't sound that big. It's been really good for the first two days.
But when the pot is small, the man who's used up every day until Thursday afternoon, it's locked up at noon on Wednesday, and can only redo it next week.
So, who the hell did this and who made it?
The answer is -- the pits are full of people, the worst users.
That's a comparison. People who use them occasionally make money. After all, these people can't get to the bottom of a pot for a week. It doesn't matter if it's small. It's true that the bowl is big.
At this rate, Anthropic doesn't make any money, but less.
SemiAnalysis counted at the beginning of October, a man who used quota to fill the room, and the subscription was negative 369%, which is 200, and it was over 700.
When the pot is smaller, it's probably less than 190, and it still sounds like a bargain.
So, this time, Anthropic was right! Cut it on the man who cost it the most.
You know, OpenAi just cut 200 bucks in one piece, and Anthropic's more subtle than they are. It expands the bowl, shrinks the pot, and picks only part of it, and silently.
The friends on X, they found it with their eyes and eyes.
Tory Green of O.net says it's like moving the airline to a mode!
Some airlines sell the same seat for eight kinds of money: first relax one of the limits, you feel it right away, then tighten the other, and you'll find out later. When the package's run out, sell you more.
But the difference is that the airline will at least tell you you're in economy class.
Same 200, nobody told you your number had been changed.
After all, there's two progress bars on the interface, and you can only see whether the progress bars are moving fast or slow, and you can't see whether the pot has changed or not.
There's an X-net friend who says, "I'm wrong and blames my prompt for a week."
At present, Anthropic has not responded publicly to these online challenges.
That's what we're looking at -- AI's been eating for two years!
The point is simple.
Now we're studying how AI works, just a few people.
In two years' time, when AI is used to helping with code, e-mail and forms, the monthly fee charged by AI is not enough to cover the cost of the server.
So how do they make money? We can only steal your quota.
It's not about your brain. It's all about the system that the technology company's boss has allocated to you.
Scrambling the switch in the backstage makes your AI. go crazy. You don't even know what's going on.
We used to spell parents' IQ.
From now on, it's all the math of technology companies.
References:
https://x.com/semianalysis_/status/2113383965784502444https://newsletter.semianalysis.com/p/anthropic-subscriptions-offer-5x
Editor: Aeneas Jonah
Auto-fetched and translated by AI Atlas. All rights belong to the original author.