Cutting Anthropic's Opus prices triggered a massive demand surge via Jevons paradox
Krishna Rao · Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best · May 13, 2026 · at 35:20
Anthropic CFO Krishna Rao explains how model economics and elasticity drove developer adoption after price cuts.
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“The changing the pricing for Opus actually, you know, you see this Jevons paradox, right? Like we lowered the price of it, but the consumption went up way, way more than what you would have expected.”
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