They're perfectly happy being an API provider, where they're not selling their tokens at a loss. My guess is that they're counting the losses for Claude Code Max plans as R&D: what does usage look like if people don't have to worry about the cost of tokens? Because someday they won't, and Anthropic want to skate to where the puck will be, not where it is.
alt Hacker News
They're perfectly happy being an API provider, where they're not selling their tokens at a loss. My guess is that they're counting the losses for Claude Code Max plans as R&D: what does usage look like if people don't have to worry about the cost of tokens? Because someday they won't, and Anthropic want to skate to where the puck will be, not where it is.