he may not be entirely correct, but Claude Code plans are significantly better than the API plan, 100$ plan may not be as cost effective but for 18$ you can get like 5x usage of the API plan.
And if inference is so profitable why is OpenAI losing 100B a year
Maybe OpenAI has a 12x markup on API credits, or Anthropic is much better at running inference, but my best guess is that Anthropic is selling at a large loss.