Comment by alexandra_au

17 hours ago

It's possible that Anthropic sees that the loss of $20/mo customers could be offset by the customers purchasing the $100/mo plan

This is a market where hyper growth is important

Loss of customers is the wrong direction

  • Their supply of being able to serve the models is hardcore rationed by their ability to scale up datacenters and GPUs.

    They really don't need to subsidize unprofitable customers at this point when there is a line out the door to pay thousands of dollars a month per user, that are revolting because they aren't actually being able to get reliable uptime.

    They have all the growth they need for now, they really don't need the cheap users.