[subscribed]

But they're clearly oversubscribed, massively.

And they're selling less and less (suddenly 5 hour window lasts 1 hour on the similar tasks it lasted 5 hours a week ago), so IMO they're scamming.

I hope many people are making notes and will raise heat soon.

[hirako2000]

I agree. I'm rather pointing out the whole strategy dictates the outcome.

Anthropic has to keep racing ahead and be stamped offering the best frontier models.

It isn't optimal, so the models cost them disproportionately too much to sell at a profitable price. So they keep feeding the hype and push the costs higher, hoping there won't be too much heat and get away with it.

I wouldn't like to be a leader at such company, but their pay keep them in line.