alt Hacker NewsI think there is a definite possibility that they aren't compute constrained, but rather trying to improve a sorry cash flow situation before IPO.
Of course, I don't have real insight into available compute, but the vibe slope seems to have dropped a bit, at the same time as new GPUs are being shoved into datacenters as fast as possible.
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vbezhenar • today at 7:18 AM
If that's the case, what will happen after IPO? Will they become good again?
Their enterprise API customers are literally competing to see who can throw the most money at Anthropic. Anthropic has very little reason to focus on a $20/month user, and with their current momentum (especially since enterprise deals are long-lived) they could remove Claude Code from the Pro plan without any revenue hit. In fact, it may be a huge revenue boost given the strength of the Anthropic brand.