But opportunity cost is not actual cost. “If everyone just kept paying but used our service less we would be more profitable” is true, but not in any meaningful way.
Are Anthropic currently unable to sell subscriptions because they don’t have capacity?
> Are Anthropic currently unable to sell subscriptions because they don’t have capacity?
Absolutely! Im currently paying $170 to google to use Opus in antigravity without limit in full agent mode, because I tried Anthropic $20 subscription and busted my limit within a single prompt. Im not gonna pay them $200 only to find out I hit the limit after 20 or even 50 prompts.
And after 2 more months my price is going to double to over $300, and I still have no intention of even trying the 20x Max plan, if its really just 20x more prompts than Pro.
Opportunity costs are real. In many cases they are more real than 'actual costs'. However, I otherwise agree with you.