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OpenAI Needs a Compute Token Economy Before Anthropic Builds One — A Strategic Proposal

OpenAI Developer Community June 1, 2026
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Thanks for your “its not about — it’s about” essay.

However, it is quite the opposite of what any subscription business with consumption costs would do.

  • There are high-cost subscribers to a service, and they can buy more beyond their usage limits with credits (which also expire, a profitable breakage), or are billed for overages;
  • There are low-cost subscribers - your bread-and-butter, who use less than they consume.

You propose:

  • What if the value that low-cost subscribers seem to be not maximally employing was given to high-cost subscribers to reduce their need to pay more?

Thus, your argument for your scheme for internal exchange of value, addressed to an imagined company representive (where, currently, even explicitly-purchased API credits are non-transferrable by policy), which results in the manufacture of free credits for top users, seems to have shortcomings in its prompt input. It doesn’t seem likely to appeal as a point leading to profitability and return in an IPO prospectus.

You even included the AI’s suggested category in your paste, “API”, while talking about subscriptions in the body.

What would actually be good IPO business (which companies do):

  • increase profitability by booting the top 0.1% over-consumers off the service every month via opaque appeal-less means, such as inscrutable content policy violations.

Discussion in the ATmosphere

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