The value extortion plan writes itself. How long before someone pitches the idea that the models explicitly almost keep solving your problem to get you to keep spending? Would you even know?
That’s far-fetched. It’s in the interest of the model builders to solve your problem as efficiently as possible token-wise. High value to user + lower compute costs = better pricing power and better margins overall.
The free market proposition is that competition (especially with Chinese labs and grok) means that Anthropic is welcome to do that. They're even welcome to illegally collude with OpenAi such that ChatGPT is similarly gimped. But switching costs are pretty low. If it turns out I can one shot an issue with Qwen or Deepseek or Kimi thinking, Anthropic loses not just my monthly subscription, but everyone else's I show that too. So no, I think that's some grade A conspiracy theory nonsense you've got there.
First time I've seen this idea, I have a tingling feeling it might become reality sooner rather than later.