[ctoth]

Watching a company I respect turn to the classic "first hit's free" dealer technique does make me feel a certain way.

On one hand the thing they are offering is legit great, and how do you get people to use/understand a whole new type of thing without offering them some for free?

On the other hand ... you really gonna get people used to an extra 50% then take it away? When this has been most of your new signups experience with the system?

The predictable pushback when people realize the workflows they developed over these two months are no longer viable will be ... quite something.

[j45]

I wonder if their projections of load are/aren't turning out as planned, and where they might be being safe to not have as many outages, when they don't happen, they are left with extra capacity.

Or discovering different parts of the year have less demand than expected (like summer holidays).

This is not to discount anything you're saying, only additional factors.

[JumpCrisscross]

Anecdotally, I’m seeing a lot of people I work with on vacation in America and Europe. That might be dampening inference demand right as Anthropic’s xAI contracts power up.

[j45]

Me as well.

[OsrsNeedsf2P]

Or maybe they just have extra interference capacity and are running a promotion campaign with it?