Comment by JumpCrisscross

> would say the flood of 20+ Claude Subscribers due to news cycle backfired

This is a good hypothesis. I suspect we are both correct.

The PR boost from Anthropic standing its ground drove signups. That, in turn, drove investors. But the users also drove utilization, which degraded quality across the board.

My hypothesis rests on Anthropic’s user mix having significantly shifted to consumers (versus enterprise) after the mix-up. Whenever we get public numbers it would be interesting to test that.