Or Claude is better at getting people to move to more expensive membership tiers. From reading here, it seems like Claude still has a lot of users. If Claude has lower limits for their $20 plan, it stands to reason that people are paying for more expensive plans to get similar levels of usage. This assumes they aren’t reducing demand through the throttling, which is a big assumption.

I’d love to know what Anthropic’s comparable numbers look like.

In other words, Codex likely has a lower demand:capacity ratio compared to Claude. Which can mean either OpenAI did a better job at building out capacity, or the demand for Claude outstripped Anthropic's projections. Or both.