Who's Still Paying for Claude? Claude Max 20x vs The X Subscription (Cursor, Grok Bot) | Will the Anthropic IPO End the $200 Plan? | Meta's Muse Wonder & Gemini 4 Argon | The Tech Tier List | EP35
Who's still paying for Claude? Will the Anthropic IPO end the $200 Claude Max plan? Cursor moved Claude to API pricing in the new X Subscription, Anthropic's growth slowed from 143% to 46%, and Meta and Google hit the AI frontier.Rik and Ben Broch, two builders, argue about the AI news that changes what you pay and what you ship.IN THIS EPISODE:• Rik goes Claude Max 20x for the first time, next to the X Subscription: Cursor, Grok, Grok Bot and X Premium in one plan, from $8 to $200• Claude is no longer included in Cursor plans: top up credits, pay API prices• The Grok Bot trick that runs Claude Code and Codex on your own subscriptions, and the ban risk• Theo's logs: Codex to Claude Code the week Opus 5.5 shipped• The $200 plan that went from $14,000 to $2,000. Does the Anthropic IPO do that to Claude Max?• Anthropic's $16.8B quarter, and Ben's case that there is another Salesforce in it• Meta's Muse Wonder, Google's Gemini 4 Argon and five labs at the frontier• Google Play opens to vibe-coded apps, Alexandr Wang's 19th birthday table, and our AI people tier listCHAPTERS:00:00 Who's still paying for Claude?00:53 The 5 big leaps in AI, from ChatGPT to Opus 5.502:28 Opus 5.5, Sonnet 5.5, Haiku and self-improving systems05:04 The X Subscription: Cursor, Grok and X Premium in one plan06:09 Claude moves to API pricing in Cursor06:52 Why coders are the loss leaders on $200 plans09:28 Can anyone compete? Will Cursor fold into Grok?12:44 Run Claude Code inside Grok Bot on your own plan14:13 Claude Code at the desk vs agents on the go16:59 Theo's logs: Codex to Claude Code18:37 Does the Anthropic IPO end the $200 subsidy?19:48 Anthropic's growth: 143% to 46%20:43 Ben: Anthropic has another Salesforce in it23:00 a16z, Jevons paradox and Gavin Baker24:23 Zuckerberg, Alexandr Wang and Meta's Muse Wonder27:02 Why Google and Meta built cheaper models29:15 Gemini 4 Argon and five labs at the frontier30:51 Google Play opens to vibe coders33:35 Alexandr Wang's 19th birthday table36:04 The AI people tier list46:14 Make your own tier listMENTIONED: Claude, Claude Max, Claude Code, Anthropic, Opus 5.5, Sonnet 5.5, Haiku, Cursor, Grok, Grok Bot, Grok Build, X Premium, The X Subscription, SpaceXSI, Elon Musk, OpenAI, Codex, Astra, Dots, OpenClaw, Theo, Financial Times, Salesforce, SAP, Intuit, Adobe, ServiceNow, a16z, Jevons paradox, Gavin Baker, Mark Zuckerberg, Alexandr Wang, Cheeky Pint, Muse, Muse Wonder, Google Gemini 4 Argon, Google AI Studio, Google Play, David Senra, Hudson River Trading, Hyperliquid, Cognition, Decagon, Bill Gurley, Andrej Karpathy, Travis Kalanick, Dario Amodei, Sam Altman, Boris Cherny, Peter Diamandis, Martin Shkreli.Make your own AI tier list: https://godmodepod.com/rankHOSTS:Rik: https://x.com/rikventureBen Broch: https://x.com/brochchainWatch on YouTube: https://youtube.com/@godmodepodNewsletter: https://godmodepod.substack.com/New episode every Saturday.