PERSON DIRECTORY
Andrew Megalaa
Andrew Megalaa appears in 1 indexed conversation across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Ep. 036 - $200 Buys $12,000 of Opus Tokens, We Bought Every Plan (Tokenomics)
Max KanJordan NanosAndrew Megalaa
Anthropic’s $200 subscription delivered roughly $12,000 of API-equivalent usage in testing, but workload mix—not headline token counts—determines its economics.At roughly 96% cached reads priced at 0.1x or less of fresh input, model ownership may support 40–70% subscription gross margins, while OpenAI’s 50% limit cut and migration to open models remain risks.