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 list CHAPTERS: 00:00 Who's still paying for Claude? 00:53 The 5 big leaps in AI, from ChatGPT to Opus 5.5 02:28 Opus 5.5, Sonnet 5.5, Haiku and self-improving systems 05:04 The X Subscription: Cursor, Grok and X Premium in one plan 06:09 Claude moves to API pricing in Cursor 06:52 Why coders are the loss leaders on $200 plans 09:28 Can anyone compete? Will Cursor fold into Grok? 12:44 Run Claude Code inside Grok Bot on your own plan 14:13 Claude Code at the desk vs agents on the go 16:59 Theo's logs: Codex to Claude Code 18:37 Does the Anthropic IPO end the $200 subsidy? 19:48 Anthropic's growth: 143% to 46% 20:43 Ben: Anthropic has another Salesforce in it 23:00 a16z, Jevons paradox and Gavin Baker 24:23 Zuckerberg, Alexandr Wang and Meta's Muse Wonder 27:02 Why Google and Meta built cheaper models 29:15 Gemini 4 Argon and five labs at the frontier 30:51 Google Play opens to vibe coders 33:35 Alexandr Wang's 19th birthday table 36:04 The AI people tier list 46:14 Make your own tier list MENTIONED: 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/rank HOSTS: Rik: https://x.com/rikventure Ben Broch: https://x.com/brochchain Watch on YouTube: https://youtube.com/@godmodepod Newsletter: https://godmodepod.substack.com/ New episode every Saturday.