I mean, they were already capacity constrained and just introduced a larger model that takes more capacity to run... They were gonna have to hand some business to competitor one way or another.
Is it a larger model or just better trained? Anthropic does not actually claim it is a larger model anywhere that I can see.
> I mean, they were already capacity constrained and just introduced a larger model that takes more capacity to run
I am willing to bet that the SpaceX deal is probably why Fable's launching now, as they are much less compute constrained than they were a month ago.