If they can maintain this pricing level, and if Qwen3‑Coder is as good as people say then they will have an enormous hit on their hands. A massive money losing hit, but a hit.
Very interesting!
PS: Did they reduce the context window, it looks like it.
The $200/month is their "poor person" product for people who can't shell out $500k on one of their rigs.
But this will certainly be a money loser. They have likely been waiting for an open source model that somewhat conforms to their hardware's limitations and which gives acceptable recommendations.
It looks like they have found it with QWEN. We'll see!
https://www.lesswrong.com/posts/CCQsQnCMWhJcCFY9x/openai-los...
For $200plan, it has 40M token cap per day, so assuming the API pricing, the max usage per day is $12/day or 360 per month. (Assuming user max-out usage every day or doesn't hit the 1000message limit first)
relatively standard subscription pricing vs API pricing, i believe they are making money from this and counting on people compare this to Claude Code, which is a much more generous offer.