Comment by tom_m

Here's one thing I'm a little nervous about, because it doesn't make sense to cut off distribution channels.

Anthropic should be profitable from the inference alone. That's their product...but they (like others) aren't.

This makes some sense now why they want to control usage/distribution. I bet they have a very good chunk of subscribers to Claude Code who aren't using their credits. So they probably don't have any chance at being profitable without this. Not a great place to be.