Apart from Anthropic nobody knows how much the average user costs them. However the consensus is "much more than that".
If they have to raise prices to stop hemorrhaging money, would you be willing to pay 1000 bucks a month for a max plan? Or 100$ per 1M pitput tokens (playing numberWang here, but the point stands).
If I have to guess they are trying to get balance sheet in order for an IPO and they basically have 3 ways of achieving that:
1. Raising prices like you said, but the user drop could be catastrophic for the IPO itself and so they won't do that
2. Dumb the models down (basically decreasing their cost per token)
3. Send less tokens (ie capping thinking budgets aggressively).
2 and 3 are palatable because, even if they annoying the technical crowd, investors still see a big number of active users with a positive margin for each.
$1000/mo for guaranteed functionality >= Opus 4.6 at its peak? Yes, I'd probably grumble a bit and then whip out the credit card.
I'm not a heavy LLM user, and I've never come anywhere the $200/month plan limits I'm already subscribed to. But when I do use it, I want the smartest, most relentless model available, operating at the highest performance level possible.
Charge what it takes to deliver that, and I'll probably pay it. But you can damned well run your A/B tests on somebody else.