We already shipped 3 things this year built using Claude. The biggest one was porting two native apps into one react native app - which was originally estimated to be a 6-7 month project for a 9 FTE team, and ended up being a 2 months project with 2 people. To me, the economic value of a claude subscription used right is in the range of 10-40k eur, depending on the type of work and the developer driving it. If Anthropic jacked the prices 100x today, I'd still buy the licenses for my guys.
Edit: ok, if they charged 20k per month per seat I'd also start benchmarking the alternatives and local models, but for my business case, running a 700M budget, Claude brings disproportionate benefis, not just in time saved in developer costs, but also faster shipping times, reduced friction between various product and business teams, and so on. For the first time we generally say 'yes' to whichever frivolities our product teams come up with, and thats a nice feeling.