alt Hacker NewsThey have two products:
* Subscription plans, which are (probably) subsidized and definitely oversubscribed (ie, 100% of subscribers could not use 100% of their tokens 100% of the time).
* Wholesale tokens, which are (probably) profitable.
If you try to use one product as the other product, it breaks their assumptions and business model.
I don't really see how this is weaponized malaise; capacity planning and some form of over-subscription is a widely accepted thing in every industry and product in the universe?
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So, if I rent out my bike to you for an hour a day for really cheap money and I do so a 50 more times to 50 others, so that my bike is oversubscribed and you and others don't get your hours, that's OK because it is just capacity planning on my side and widely accepted? Good to know.
I am curious to see how this will pan out long-term. Is the quality gap of Opus-4.5 over GPT-5.2 large enough to overcome the fact that OpenAI has merged these two bullet points into one? I think Anthropic might have bet on no other frontier lab daring to disconnect their subscription from their in-house coding agent and OpenAI called their bluff to get some free marketing following Anthropic's crackdown on OpenCode.