卧槽，OpenAI 负责 Codex 和核心产品的头儿 Tibo 刚刚发的这条推文， 在全网引起了轩然大波， 甚至可以说是很多重度写代码、用 AI 搞生产力的兄弟们近期最该关注的一条消息了。
我帮大家大白话总结下： 停售了近三周的 ChatGPT / Codex 每月 200 美元 Pro 顶配套餐，明天正式重新开放购买。，但与此同时，官方直接把这个 200 刀套餐对应的 API 等价额度，砍掉了一半。
一边是重新开闸放人，一边是额度直接腰斩， 很多人第一反应肯定是这不就是明目张胆的变相涨价吗？
但如果你仔细读完 Tibo 写的推文就会明白 OpenAI 到底在下一盘什么棋， 我把这条推文里最硬核的信息量和逻辑拆给大家：
第一个，为什么说额度腰斩了，你干的活反而会变多？ Tibo 给出的核心逻辑是：模型效率的指数级提升 + API 单价腰斩。 就在本周，OpenAI 刚刚把 GPT-6 Sol 和 GPT-6 Luna 的 API 价格直接降了 50%。 按官方的算法，虽然 200 美元套餐名义上挂钩的 API 额度折半了， 但因为新模型的调用单价便宜了一半，加上模型本身的推理能力和单位代码产出更高， 你实际在每周能跑通的真实业务量，反而比一个月前没降额度时还要多。
第二个，彻底放弃 5 小时恶心限制，保证额度自由 以前用大模型最让人抓狂的，就是那个该死的 5 小时窗口限制： 灵感来了想通宵赶个项目，跑两轮就被系统卡住脖子强制冷却； 这次 OpenAI 承诺绝对不加回 5 小时锁，把整周的额度完全交给你自由支配，什么时候集中爆肝你说了算。
第三个，大模型订阅制终局的信号枪 Tibo 透露了一个极其反直觉的行业趋势： 随着未来模型推理成本越来越低、降价越来越快， 花 200 美元买包月订阅，和直接按量充 200 美元调 API 之间的价差，正在被迅速抹平。 订阅制不再是占算力便宜的套利工具， 为了让 200 刀依然超值，官方明天还会往这个套餐里塞入完全不扣用量额度的全新重磅特权。
最狠的是这种在暴风雨前先把坏消息透明摊开的姿态： 明天 OpenAI 会有一波极其密集的新功能轰炸， 他们没有把用量折半的改动悄悄写在深夜更新的条款角落里， 而是高管提前发推明明白白算账告诉你为什么改、改完对你有什么影响。
当然 对于那些习惯拿着 200 刀顶配账号跑极高并发、不计成本把旧模型当免费矿机薅的极端羊毛党，这次确实是一记物理重击，
而且降价后的 GPT-6 系列在新算力负载下的实际代码稳定性，还得等明天全面放量实测见真章。
但无论如何，顶配 200 刀账号终于不用再去黑市高价求号了， 明天一早重新开闸，需要大算力跑项目的兄弟记得定好闹钟。
你们平时用 AI 写代码，更喜欢买断式的包月订阅，还是老老实实按量扣 API？我自己以前最讨厌 5 小时限流，只要不锁时间，额度怎么调其实都能接受哈哈
引用：Hi,
Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan.
Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago.
(a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want.
(b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions.
(c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent.
(d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet.
I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news.
Codexingly,
Tibo
Tibo 宣布，明天 Codex 200 美元的会员按照 API 额度算的话，会开始减半，降低一半额度。
这也就是为什么之前传言他们会出 500 美元，估计 500 美元的额度跟现在的 200 美元是一样的吧。
他找补了一下，说 GPT-6 sol 和 Luna 的价格降了 50%，所以如果你用 o 和 Luna 的话，其实本质上没有降。
这太扯淡了，等于你从明天开始，如果你是 200 美元的话，你的 GPT 6 Astra 额度会减半
引用：Hi,
Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan.
Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago.
(a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want.
(b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions.
(c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent.
(d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet.
I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news.
Codexingly,
Tibo