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观点: AI subscription model is ending, the era of token-based billing is coming

2026-06-10 05:14

Odaily reported that Alex Finn posted on X, stating that the AI subscription model is coming to an end. Claude Fable 5 will only be available in Anthropic's subscription service until June 22. After that, users will need to pay based on token usage. This change will trigger a broader industry trend: frontier models will no longer be included in subscription services. Subscription fees will only grant access to older, lower-cost models, while using the latest models will require payment for each individual token.

Alex Finn pointed out that the previous AI subscription model relied on a subsidy mechanism, where users paid a $200 monthly fee to receive token credits worth thousands of dollars, resulting in massive losses for AI companies. As investor funding decreases and IPOs approach, companies need to achieve profitability, making the subsidy model unsustainable.