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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
by 9cb14c1ec0 6mo ago
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.
- beering 6mo agoTheir 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.
- vbezhenar 6mo agoIf that's the case, what will happen after IPO? Will they become good again?