If we want to be even more charitable to Anthropic, they're going from nothing to hyperscaler in like 3 years. I'm as happy as anyone to dunk on the general bubble situation and people claiming their technology is too dangerous to share, then something like this happens, it's hilarious. But it's still actually hard to build a service with that much usage and every org has had some outages on their way to figure it out.
Yes I agree, I don't doubt they are dealing with some serious technical challenges.
It's not just the enormous rate of growth, LLMs and workflows are also evolving rapidly.
Whatever they planned for 1-2 years ago in terms of how they expected their stack to be used is probably already well out of date, so they'll be rearchitecting bits of a production system while it's being used