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And unlike OpenAI, Anthropic don't seem to reset weekly usage quotas after an outage. Anthropic seem to be both letting their competitors outplay them and maki

And unlike OpenAI, Anthropic don't seem to reset weekly usage quotas after an outage. Anthropic seem to be both letting their competitors outplay them and making unforced errors (like the anti Open Weights models stuff and the frequent Fable->Opus downgrades for 'safety'). Outages are inevitable in this early high growth, rapid development era, but tactical errors are not.

cbg0 2mo ago
Anthropic would give out resets like OpenAI if they had capacity to do so, it's not like they haven't thought about doing the obvious. OAI waits until overall cluster demand goes down before giving out a reset, they just happen to have much more spare capacity than Anthropic.
- genidoi 2mo ago
  Why would they have more spare capacity than Anthropic? Do you have a source for that?
  - solenoid0937 2mo ago
    extremely well known fact in the industry. they have reams of spare compute for prosumers which is why they can afford to give away so many resets and have even more subsidized usage limits we are in the "millennial lifestyle subsidy" era for AI where companies ruthlessly undercut each other in an attempt to win marketshare, before then ratcheting up prices
  - hangrybear666 2mo ago
    Maybe because they committed to buy up 40% of the world's RAM supply by themselves and completely overestimated demand.
  - dchftcs 2mo ago
    They were famous for committing to buying compute with future money that many people thought they would go bankrupt. Anthropic was afraid of going bankrupt and didn't do the same.
    - ACCount37 2mo ago
      And then Anthropic had to go around, knock at every door and ask every neighbor for whether they have any spare compute to sell.
  - deleted 2mo ago
    [deleted]
  - bob1029 2mo ago
    > According to the memo, which was reported by Bloomberg and CNBC, OpenAI put its own 2025 capacity at 1.9 gigawatts — a figure it said was three times what it had the year before — and placed Anthropic's equivalent figure at 1.4 gigawatts. OpenAI told investors it foresees its own footprint climbing into the "low-double-digit range" of gigawatts within a year and hitting 30 gigawatts by 2030, and that Anthropic would top out somewhere between seven and eight gigawatts before the close of 2027. https://qz.com/openai-investor-memo-compute-advantage-anthropic-041026 https://qz.com/openai-investor-memo-compute-advantage-anthro...
    - tjoff 2mo ago
      Interesting, but also wholly incomplete without knowing how effective the respective models are and how much people are actually using them.
      - beering 2mo ago
        True, and the pricing plus token efficiency seem to suggest that gpt-5.6 is much more efficient. But hard to know since neither lab publishes that info and it’s a bit of an apples and oranges comparison.
        tjoff 2mo ago
        Isn't both of those, potentially, just consequences of OAI having more spare compute?
  - cbg0 2mo ago
    https://finance.yahoo.com/technology/ai/articles/openai-lifts-planned-compute-spending-144917731.html https://finance.yahoo.com/technology/ai/articles/openai-lift... There's less clear info about this from Anthropic's side, but given their frequent issues and lack of resets and overall less usage given to users on their subscriptions plans, it's a pretty simple conclusion to draw.
  - chaos_emergent 2mo ago
    If you watch the Dwarkesh interview with Dario, he is extremely conservative with compute allocation as of early 2026, where Sam has been compute-pilled for at least 3 years[1] and believes that we’re going to have several OOMs more FLOPs in the near future than we have today. You can also get a drift of it in their announcements - OpenAI has been far more aggressive in datacenter build-out partnerships as a more top-down allocation strategy since 2024, and Anthropic has rented out existing compute from infrastructure-heavy companies that are losing the model race in what seems like a more desperate ad-hoc compute acquisition strategy. In all, Dario’s conservatism was in service of not going bankrupt, but any inspection of his argument that an overallocation of compute a year too early results in bankruptcy falls flat: there’s so much demand for mechanized intelligence in the world today that it’s easy to rent out compute if you have too great a supply. [1]: recall that he was trying to court the saudis into investing $1T to build his own chips
    - usef- 2mo ago
      In previous years Sam's huge hardware deals were seen as a crazy example of the bubble but currently are looking rather fortunate. Though Dario's reasoning still applies this year, as the scale keeps increasing. Very interesting to know how it will go.
    - lilytweed 2mo ago
      Anthropic being very conservative about purchasing compute was a core theme of Dario's spot at NYT Dealbook in December[1]. At the time, he cast it as being wise and waiting to see where the chips fall. I'd say he might be regretting that position a bit now. [1]: https://www.youtube.com/watch?v=FEj7wAjwQIk https://www.youtube.com/watch?v=FEj7wAjwQIk
  - odo1242 2mo ago
    OpenAI has been way more aggressive about capacity than anyone else (as evidenced by the fact that it was them that caused the RAM price spike)
- smoe 2mo ago
  Over the last couple months, I’ve gotten the impression that OAI does indeed have the better infra setup and team, not just more capacity. I don’t think Codex’s 99.98% uptime vs Claude Code’s 99.44%, is just due to OAI having more hardware to run it on. https://status.openai.com/ https://status.openai.com/ https://status.claude.com/ https://status.claude.com/
  - CuriouslyC 2mo ago
    OAI 100% has a stronger engineering culture than Anthropic. You can see it in the evolution of Codex vs Claude Code as well.
  - odo1242 2mo ago
    Having more servers does help more than you think though. us-east-1 is the AWS region with the most downtime by a large margin simply because it’s the region with the highest demand. Having too much demand on limited servers means that less of those servers are going to be available for redundancy.
    - gunalx 2mo ago
      Isn't us-east-1 also an early rollout region for new stuff as well?
      - gorpigo 2mo ago
        When I worked there no, we wouldn’t test in the most popular region first.
- catlifeonmars 2mo ago
  Source? > it's not like they haven't thought about doing the obvious.
solenoid0937 2mo ago
It was a one hour outage on a weekend. Unless you have an enterprise agreement with an SLA it's a bit silly to expect any compensation.
- londons_explore 2mo ago
  If I pay anything for a service, I expect a refund if that service doesn't work. Best would be a free week/month for anyone who sent a request during the downtime.
  - bigDinosaur 2mo ago
    What you expect is irrelevant.
  - solenoid0937 2mo ago
    > Best would be a free week/month for anyone who sent a request during the downtime This is bizarrely out of touch. It would be a courtesy but it's not a "reasonable expectation" at all. At best you could maybe reasonably expect a prorated refund for the time of unavailability, but then Fable was still available.
    - ShinTakuya 2mo ago
      I think it's not out of bounds to expect a company to go a little further to compensate for an issue. A prorated 1 hour refund doesn't reflect the reality that maybe that hour was more important to the customer because it was their only free time in the week. A free week is way too much but a free day sounds appropriate.
      - londons_explore 2mo ago
        If there is a hole in the street and you fall down it, you wouldn't expect a refund just for the 1 second it would have taken you to drive over that hole. Instead you should be compensated for your losses - the time and money it took you to repair that tyre. Same with a web service. If I pay for 24 * 7 service and it's not working when I go to use it, I want compensation for my time and effort resolving the matter. For some that'll be small - eg. Searching Google instead, taking 30 seconds. For others it'll be a big headache. But downtime of 1 hour is almost certainly more costly for the consumer than 1/30/24 * subscription price.
anon_anon12 2mo ago
Anthropic going through their god-complex arc after getting hit with export controls
- deleted 2mo ago
  [deleted]
stevefan1999 2mo ago
Yeah, they can't guarantee a SLA and cost reimbursement policy, such a shame
hedgehog 2mo ago
They do reset weekly quotas periodically, I'm not sure how they determine when.
theptip 2mo ago
And yet demand outstrips supply; so they must be underpricing for the quality level they are hitting.
vikramkr 2mo ago
Unfortunately the one thing they seem to keep not letting their competitors our play them at is coming out with really damn good models. Not consistently mind you - openai had a really solid lead for a few months earlier this year when it looked like they were running away with it, but then we get fable 5 and opus 5 and people will put up with a lot to get that model quality

cbg0 2mo ago

Anthropic would give out resets like OpenAI if they had capacity to do so, it's not like they haven't thought about doing the obvious. OAI waits until overall cluster demand goes down before giving out a reset, they just happen to have much more spare capacity than Anthropic.

genidoi 2mo ago
Why would they have more spare capacity than Anthropic? Do you have a source for that?
- solenoid0937 2mo ago
  extremely well known fact in the industry. they have reams of spare compute for prosumers which is why they can afford to give away so many resets and have even more subsidized usage limits we are in the "millennial lifestyle subsidy" era for AI where companies ruthlessly undercut each other in an attempt to win marketshare, before then ratcheting up prices
- hangrybear666 2mo ago
  Maybe because they committed to buy up 40% of the world's RAM supply by themselves and completely overestimated demand.
- dchftcs 2mo ago
  They were famous for committing to buying compute with future money that many people thought they would go bankrupt. Anthropic was afraid of going bankrupt and didn't do the same.
  - ACCount37 2mo ago
    And then Anthropic had to go around, knock at every door and ask every neighbor for whether they have any spare compute to sell.
- deleted 2mo ago
  [deleted]
- bob1029 2mo ago
  > According to the memo, which was reported by Bloomberg and CNBC, OpenAI put its own 2025 capacity at 1.9 gigawatts — a figure it said was three times what it had the year before — and placed Anthropic's equivalent figure at 1.4 gigawatts. OpenAI told investors it foresees its own footprint climbing into the "low-double-digit range" of gigawatts within a year and hitting 30 gigawatts by 2030, and that Anthropic would top out somewhere between seven and eight gigawatts before the close of 2027. https://qz.com/openai-investor-memo-compute-advantage-anthropic-041026 https://qz.com/openai-investor-memo-compute-advantage-anthro...
  - tjoff 2mo ago
    Interesting, but also wholly incomplete without knowing how effective the respective models are and how much people are actually using them.
    - beering 2mo ago
      True, and the pricing plus token efficiency seem to suggest that gpt-5.6 is much more efficient. But hard to know since neither lab publishes that info and it’s a bit of an apples and oranges comparison.
      - tjoff 2mo ago
        Isn't both of those, potentially, just consequences of OAI having more spare compute?
- cbg0 2mo ago
  https://finance.yahoo.com/technology/ai/articles/openai-lifts-planned-compute-spending-144917731.html https://finance.yahoo.com/technology/ai/articles/openai-lift... There's less clear info about this from Anthropic's side, but given their frequent issues and lack of resets and overall less usage given to users on their subscriptions plans, it's a pretty simple conclusion to draw.
- chaos_emergent 2mo ago
  If you watch the Dwarkesh interview with Dario, he is extremely conservative with compute allocation as of early 2026, where Sam has been compute-pilled for at least 3 years[1] and believes that we’re going to have several OOMs more FLOPs in the near future than we have today. You can also get a drift of it in their announcements - OpenAI has been far more aggressive in datacenter build-out partnerships as a more top-down allocation strategy since 2024, and Anthropic has rented out existing compute from infrastructure-heavy companies that are losing the model race in what seems like a more desperate ad-hoc compute acquisition strategy. In all, Dario’s conservatism was in service of not going bankrupt, but any inspection of his argument that an overallocation of compute a year too early results in bankruptcy falls flat: there’s so much demand for mechanized intelligence in the world today that it’s easy to rent out compute if you have too great a supply. [1]: recall that he was trying to court the saudis into investing $1T to build his own chips
  - usef- 2mo ago
    In previous years Sam's huge hardware deals were seen as a crazy example of the bubble but currently are looking rather fortunate. Though Dario's reasoning still applies this year, as the scale keeps increasing. Very interesting to know how it will go.
  - lilytweed 2mo ago
    Anthropic being very conservative about purchasing compute was a core theme of Dario's spot at NYT Dealbook in December[1]. At the time, he cast it as being wise and waiting to see where the chips fall. I'd say he might be regretting that position a bit now. [1]: https://www.youtube.com/watch?v=FEj7wAjwQIk https://www.youtube.com/watch?v=FEj7wAjwQIk
- odo1242 2mo ago
  OpenAI has been way more aggressive about capacity than anyone else (as evidenced by the fact that it was them that caused the RAM price spike)
smoe 2mo ago
Over the last couple months, I’ve gotten the impression that OAI does indeed have the better infra setup and team, not just more capacity. I don’t think Codex’s 99.98% uptime vs Claude Code’s 99.44%, is just due to OAI having more hardware to run it on. https://status.openai.com/ https://status.openai.com/ https://status.claude.com/ https://status.claude.com/
- CuriouslyC 2mo ago
  OAI 100% has a stronger engineering culture than Anthropic. You can see it in the evolution of Codex vs Claude Code as well.
- odo1242 2mo ago
  Having more servers does help more than you think though. us-east-1 is the AWS region with the most downtime by a large margin simply because it’s the region with the highest demand. Having too much demand on limited servers means that less of those servers are going to be available for redundancy.
  - gunalx 2mo ago
    Isn't us-east-1 also an early rollout region for new stuff as well?
    - gorpigo 2mo ago
      When I worked there no, we wouldn’t test in the most popular region first.
catlifeonmars 2mo ago
Source? > it's not like they haven't thought about doing the obvious.

solenoid0937 2mo ago

It was a one hour outage on a weekend. Unless you have an enterprise agreement with an SLA it's a bit silly to expect any compensation.

londons_explore 2mo ago
If I pay anything for a service, I expect a refund if that service doesn't work. Best would be a free week/month for anyone who sent a request during the downtime.
- bigDinosaur 2mo ago
  What you expect is irrelevant.
- solenoid0937 2mo ago
  > Best would be a free week/month for anyone who sent a request during the downtime This is bizarrely out of touch. It would be a courtesy but it's not a "reasonable expectation" at all. At best you could maybe reasonably expect a prorated refund for the time of unavailability, but then Fable was still available.
  - ShinTakuya 2mo ago
    I think it's not out of bounds to expect a company to go a little further to compensate for an issue. A prorated 1 hour refund doesn't reflect the reality that maybe that hour was more important to the customer because it was their only free time in the week. A free week is way too much but a free day sounds appropriate.
    - londons_explore 2mo ago
      If there is a hole in the street and you fall down it, you wouldn't expect a refund just for the 1 second it would have taken you to drive over that hole. Instead you should be compensated for your losses - the time and money it took you to repair that tyre. Same with a web service. If I pay for 24 * 7 service and it's not working when I go to use it, I want compensation for my time and effort resolving the matter. For some that'll be small - eg. Searching Google instead, taking 30 seconds. For others it'll be a big headache. But downtime of 1 hour is almost certainly more costly for the consumer than 1/30/24 * subscription price.

anon_anon12 2mo ago

Anthropic going through their god-complex arc after getting hit with export controls

deleted 2mo ago
[deleted]

stevefan1999 2mo ago

Yeah, they can't guarantee a SLA and cost reimbursement policy, such a shame

hedgehog 2mo ago

They do reset weekly quotas periodically, I'm not sure how they determine when.

theptip 2mo ago

And yet demand outstrips supply; so they must be underpricing for the quality level they are hitting.

vikramkr 2mo ago

Unfortunately the one thing they seem to keep not letting their competitors our play them at is coming out with really damn good models. Not consistently mind you - openai had a really solid lead for a few months earlier this year when it looked like they were running away with it, but then we get fable 5 and opus 5 and people will put up with a lot to get that model quality