The price of an Anthropic token fell 77 percent between May and October. On 30 October the network that rents out spare Macs for inference told its 800 participants the money is not coming back.
- Blended price per million Anthropic tokens went from $2.65 on 1 May to $0.62 on 22 October on Ramp’s index of real business spend.
- Darkbloom, run by Eigen Labs, processed its trillionth token. Median earnings for the top 50 on its leaderboard run $5.26 a day, about $159 a month.
- Over four weeks to 23 October, token volume rose 37.1 percent and token spend rose 8.9 percent. Spend divided by volume implies a further 20.6 percent price fall.
- An Eigen Labs researcher says output per NVIDIA cluster is up about 20 times this year, and margins are wide enough to cut prices 90 percent and still profit.
- The network is pivoting to 512GB Mac Studio clusters joined by RDMA over Thunderbolt, and to distributed CI jobs that agents outrun.
A capacity plan priced on last quarter’s token number is now priced on a unit that reprices every four weeks. Read the full analysis.
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