[lelanthran]

> I feel like Anthropic is going down a bad path here with billing things this way.

What do you expect them to do? You are looking at a business currently running at a loss, and complaining about their billing even though this is not a price-rise?

Unrelated, is it still possible to use $10k/m worth of tokens on their $200/plan?

[alwillis]

They seem to know what they’re doing. Anthropic entered 2025 with a run rate of $1 billion; the run rate for March 2026 is estimated at $19 billion.

Internal projections show the company reaching cash-flow break-even in 2028, after stopping cash burn in 2027.

They’ve already implemented several of the features that put OpenClaw on the map.

[lelanthran]

> Anthropic entered 2025 with a run rate of $1 billion; the run rate for March 2026 is estimated at $19 billion.

I don't know what that means in this context.

> Internal projections show the company reaching cash-flow break-even in 2028, after stopping cash burn in 2027.

What does that have to do with them implementing restrictions on their plans because they are currently running at a loss?

Okay, lets say their internal projections[1] are accurate: were those before or after Openclaw released? Maybe their projections were made on the assumption that people would stop using $10k/m worth of tokens on a $200/m plan? Or that those users doing that will only be doing code? Or that the plan users won't be running requests at a rate of 5/minute, every minute of every hour of every day?

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[1] Where did you find those projections? I'm skeptical, at their current prices and current plans, that a break-even at any point in the future is possible unless they shut off or severely scale down training. Running at a per-unit loss means that the more you sell, the larger your loss - increasing your sales increases your loss.

[crote]

If you can do less for the same price, that is in effect a price increase.