It doesn't matter if it is in Anthropic's interest to screw its customer base, if their reported monthly revenue growth is accurate then it makes perfect sense why Claude would be getting dumber...

Demand is way up and compute supply is extremely limited because data center buildouts can't keep up with demand.

In the face of rising demand and insufficient compute their only practical options (other than refusing new business until demand can be met) are signicantly raising the price of tokens (and more tighly limiting subscription options) or doing behind the scenes inference optimizations that are likely to make the model dumber.

It is very easy to believe that they took the route of inference optimizations that have reduced quality of the service and that that is where the perceived enshittification is coming from.