> Anthropic entered 2025 with a run rate of $1 billion; the run rate for March 2026 is estimated at $19 billion.

I don't know what that means in this context.

> Internal projections show the company reaching cash-flow break-even in 2028, after stopping cash burn in 2027.

What does that have to do with them implementing restrictions on their plans because they are currently running at a loss?

Okay, lets say their internal projections[1] are accurate: were those before or after Openclaw released? Maybe their projections were made on the assumption that people would stop using $10k/m worth of tokens on a $200/m plan? Or that those users doing that will only be doing code? Or that the plan users won't be running requests at a rate of 5/minute, every minute of every hour of every day?

--------------------------------

[1] Where did you find those projections? I'm skeptical, at their current prices and current plans, that a break-even at any point in the future is possible unless they shut off or severely scale down training. Running at a per-unit loss means that the more you sell, the larger your loss - increasing your sales increases your loss.