[dminik]

If I owned two lines both selling the same thing (preumably here Coke is a stand-in for compute), I would throttle the $2 dollar line. People without a choice might move to the $3 dollar line.

Unfortunately, back in the real world, Anthropic is dealing with two issues:

1. They're throttling all lines. Their latest model uses more tokens overall. Tokens are being rationed and context is being lowered.

2. There's another line for Pepsi right over there. And it costs $1.25 per can.

Anthropic should be lowering their price to compete with OpenAI, but they're not. They're making it even more expensive.

So tell me, does that really look like Anthropic is running a (as some people say) >50% profit margin?

[ai-x]

for all you know, you think you are standing in the $3 line, but it really is $2 line and $3 line is BigCos, Govt and others who have guaranteed demand for several years.