Once I realized that Anthropic is a token merchant, I start to understand Anthropic’s decision more. They are always finding reasons for you to use more tokens through them unless the users revolt or demand some guardrails.

I thought I read somewhere that according to filings for going public, subscription revenue is tiny… like 5%.

Edit: consumer Claude subs are the 5%. I’d bet most all of CC subs lump in under enterprise.

  - API & Enterprise: 75% to 85% of total revenue.
  - Business Subscriptions: Roughly 10% to 15%.
  - Individual Subscriptions: About 5%.

You're making the opposite argument. Anthropic is incentivized to use less tokens in Claude Code because people are paying a fixed monthly fee for subscriptions.

> I use pi btw

Not sure if intentionally meant as a reference, but it gives "I use Arch btw" vibes.

the amount of system prompt wastage going on in orgs is insane. we identified 400k in annual burn for zero value in just one section of our large company.

and the interesting thing about system prompt wastage is its a cost that scales non linearly with subagent use.

> This is supported by the fact that they won't let you use your sub on a different coding agent

I mean, that's a very weak argument? Isn't a much more plausible explanation that with your tooling you'll have more of a lock-in than with just your model?