SemiAnalysis ran actual tests on OpenAI and Anthropic subscription tiers and found that a fully-utilized $200 ChatGPT Pro plan would cost OpenAI approximately $14,000 in compute costs to deliver — highlighting the gap between subscription pricing and actual infrastructure expenses. This matters because it shows the economic pressure on AI companies: they're selling access to expensive compute at rates that don't cover the actual cost when customers use the service intensively. The analysis doesn't reveal whether OpenAI is currently losing money on these subscriptions or if they expect most users to operate well below maximum capacity.