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by zmmmmm14 hours ago |
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upvoteby daemonologist14 hours ago|
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I have to assume they're compute constrained and thus need to either raise prices or cut their lowest-margin products (which amounts to more or less the same thing, but with different optics), or turn away new users.

My assumption is that people are able to very easily saturate Pro with Claude Code and therefore even though the quotas are lower (more than proportionally) the utilization of those quotas is higher enough that Pro is less profitable.

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upvoteby 9cb14c1ec012 hours ago|
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I think there is a definite possibility that they aren't compute constrained, but rather trying to improve a sorry cash flow situation before IPO.

Of course, I don't have real insight into available compute, but the vibe slope seems to have dropped a bit, at the same time as new GPUs are being shoved into datacenters as fast as possible.

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upvoteby beering7 hours ago|
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Their enterprise API customers are literally competing to see who can throw the most money at Anthropic. Anthropic has very little reason to focus on a $20/month user, and with their current momentum (especially since enterprise deals are long-lived) they could remove Claude Code from the Pro plan without any revenue hit. In fact, it may be a huge revenue boost given the strength of the Anthropic brand.
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upvoteby vbezhenar6 hours ago|
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If that's the case, what will happen after IPO? Will they become good again?
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upvoteby jareds14 hours ago|
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I just switched from the $10 Copilot subscription to a $20 Claude subscription to get general AI and coding in one bill. I guess I'll try out GPT Codex.
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upvoteby sidrag2214 hours ago|
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gpt allows you to wire their models into other CLI tools, I'm advising everyone I know to lean that direction. Not trying to become hostage to something like claude's ecosystem for the rest of my development career.
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upvoteby utilize180814 hours ago|
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They will eventually converge --- it's only a matter of time.
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upvoteby alexandra_au14 hours ago|
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It's possible that Anthropic sees that the loss of $20/mo customers could be offset by the customers purchasing the $100/mo plan
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upvoteby r0fl12 hours ago|
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This is a market where hyper growth is important

Loss of customers is the wrong direction

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upvoteby jmalicki2 hours ago|
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Their supply of being able to serve the models is hardcore rationed by their ability to scale up datacenters and GPUs.

They really don't need to subsidize unprofitable customers at this point when there is a line out the door to pay thousands of dollars a month per user, that are revolting because they aren't actually being able to get reliable uptime.

They have all the growth they need for now, they really don't need the cheap users.

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