I disagree that this path is inevitable for any service provider. Case in point: Google Drive offers substantially better per-terabyte pricing for storage than Google Cloud Storage; like 100x+ cheaper. Yet, Google Drive has a beautiful API that is used by everything from the Google Drive desktop client to rclone. This is how most apps work, and this frame of thinking about the internet has worked for 40 years because of course 95% of users are going to use the frontend the company makes for their backend; but that 5% of users left on the fringe are oftentimes the most valuable, they're the ones that are going to pay Google an extra $1000/mo for 50TB of storage, and as long as the internal unit economics are good to go, Google should want that. Less edge-cases they have to deal with on drive.google.com, more revenue, all good things.

I do fully expect the limits on these subscriptions to be brought down. But that's not the problem people have with Anthropic today, nor the problem we'd have with OpenAI when they have to eventually do it. That's just the way of things.

The problem is: These actions by Anthropic scream: "Our internal unit economics are going nuclear and we need to do anything we can to regain control."

Low-key: I think the DoW situation was an inflection point for their usage internally. It spiked up hard after that. Dario spent all of 2025 being told "you're not investing enough into compute", but really didn't listen because he wanted to be "responsible" or whatever, and now they're shopping to every provider trying to find compute and are being told that there isn't any.