Anthropic tested removing Claude Code from the Pro plan - Ars Technica
After speculation and frustration spread, Anthropic’s head of growth, Amol Avasare, took to social media to clarify that this was a “small test on ~2% of new prosumer signups.”WTF is Anthropic doing??? - YouTube
by Matthew Berman - YouTube
The host argues that CEO Dario Amodei miscalculated the explosive demand for AI by failing to invest heavily enough in infrastructure early on.
Key takeaways include:
- Flywheel Breakdown: Anthropic’s business model—centered on a powerful coding flywheel—is stuttering because they lack the necessary server capacity to meet user demand.
- Poor Communication: The company has faced severe backlash for vague, opaque policy changes regarding third-party tools like OpenClaw, leading to a erosion of trust among power users.
- Competitive Pressure: While Anthropic navigates a PR nightmare and service instability, OpenAI is actively capitalizing on the situation by maintaining higher uptime and aggressively promoting their own developer-friendly tools.
- The Bottom Line: Despite Anthropic's high-quality models, their inability to scale compute effectively and their confusing communication strategy have created a significant competitive opening for their rivals.
for some users only... changed back after big pushback?
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