Anthropic Claude subscription plan provides more value than OpenAI's, study says

According to industry research firm SemiAnalysis, Anthropic's Claude subscription plan offers more value for subscribers than OpenAI's $200 per month plan, following OpenAI's recent halving of its subscription value. Claude subscriptions account for roughly 42% of Anthropic's inference compute while generating only 10% of its revenue.

SemiAnalysis claims that Claude subscriptions provide considerable value, offering about 5 times the API-equivalent value across the board compared to OpenAI's mid-tier models, GPT-6.1 Sol and Claude Opus 5.5. Despite the disparity in per-token pricing, SemiAnalysis emphasizes API-equivalent value as the best measure of subscription plan value, citing the rapidly changing capabilities of AI models.

While OpenAI did not respond to requests for comment, SemiAnalysis argues that subscription pricing is crucial for evaluating AI providers financially, as AI subscriptions heavily subsidize compute resources.