Claude annual renewal followed by ban: the subscription-vs-compute math

A user was banned right after renewing an annual Claude plan; the poster cites SemiAnalysis figures that subscriptions bring ~10% of revenue but consume over 40% of inference compute, plus China-login compliance and anti-distillation risk controls, so Anthropic would rather over-ban.

Kk｜AI商业拆解

@Kkyyds666Archived 11 days agoOriginally posted 2026.10.22