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Anthropic tightens usage limits for Claude Code without telling users

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Re: Anthropic tightens usage limits for Claude Code without telling users

#181

Post by simianparrot »

osn9363739 wrote: post #125
klik99 wrote: post #84

Earlier quoted context omitted.

Those aren’t good comparisons. Uber operated at a loss to destroy competition and raised prices after they did that. Amazon (the retailer) did the same and leveraged their position to enter new more lucrative markets. Dunno about Spotify, but Tesla and palantir both secured lucrative contracts and subsidies. Anthropic is against companies with deeper pockets and can’t spend to destroy competition, their current busin…

Could this just be survivorship bias? How many companies burned money until they died? This isn't some hot take. I'm kinda interested. Surely more companies failed with this model than survived.

Anecdotally have worked for a company in the past that did just that and eventually went bankrupt. Know of many many more just in my city, for what it’s worth.

Re: Anthropic tightens usage limits for Claude Code without telling users

#182

Post by wqaatwt »

gscott wrote: post #135
skort wrote: post #100

Earlier quoted context omitted.

Right, but these companies are selling their products on the basis that you can offload a good amount of the thinking. And it seems a good deal of investment in AI is also based on this premise. I don't disagree with you, but it's sorta fucked that so much money has been pumped into this and that markets seem to still be okay with it all.

How long can AI be subsidized in the name of growth? They need to radically increase the price. If I replace a $150k yr employee should I pay $200 a month or $2,000 a month. $200 is too cheap.

> replace a $150k

Seems tangential? Price entirely depends on what consumers/businesses willing to pay and the degree of competition

Re: Anthropic tightens usage limits for Claude Code without telling users

#183

Post by irjustin »

spongebobstoes wrote: post #143
AlexandrB wrote: post #133

Earlier quoted context omitted.

They're not selling them, they're still giving them away. Once the VC money runs out we'll see what the actual cost of this stuff is.

most inference runs at 40%+ margin

Is that to the $20/mth plan or the 137?

Re: Anthropic tightens usage limits for Claude Code without telling users

#185

Post by nmadden »

com2kid wrote: post #134
pembrook wrote: post #49

The funny thing is Claude 4.0 isn't even that 'smart' from a raw intelligence perspective compared to the other flagship models. They've just done the work to tailor it specifically for proper tool using during coding. Once other models catch up, they will not be able to be so stingy on limits. Google has the advantage here given they're running on their own silicon; can optimize for it; and have nearly unlimited cas…

> They've just done the work to tailor it specifically for proper tool using during coding. Once other models catch up, they will not be able to be so stingy on limits. I don't subscribe to the $100 a month plan, I am paying API usage pricing. Accordingly I have learned how to be much more careful with Claude Code than I think other users are. The first day I used it, Claude got stuck in a loop trying to fix a proble…

> The first day I used it, Claude got stuck in a loop trying to fix a problem using the same 2 incorrect solutions again and again and burnt through $30 of API credits before I realized things were very wrong and I stopped it.

The worse it performs, the more you pay. That’s a hell of a business model. Will users tolerate that for long?

Re: Anthropic tightens usage limits for Claude Code without telling users

#186

Post by csomar »

spongebobstoes wrote: post #143
AlexandrB wrote: post #133

Earlier quoted context omitted.

They're not selling them, they're still giving them away. Once the VC money runs out we'll see what the actual cost of this stuff is.

most inference runs at 40%+ margin

They'd be still at massive losses. You can spend your monthly subscription price in a day.

Re: Anthropic tightens usage limits for Claude Code without telling users

#187

Post by lelanthran »

delta_p_delta_x wrote: post #150
codebje wrote: post #141

Earlier quoted context omitted.

Sadly, paid compilers still exist, and paid compilers requiring a licensing dongle still exist. The embedded development world is filled with staggering amounts of user hostility.

My understanding is that much of the established embedded world has moved to any one flavour of GCC or (more commonly) Clang, just because maintaining a proprietary optimising compiler is too much effort than just modifying (and eventually contributing to) Clang.

> My understanding is that much of the established embedded world has moved to any one flavour of GCC or (more commonly) Clang

Clang is not being professionally used commonly in the embedded space.

Re: Anthropic tightens usage limits for Claude Code without telling users

#189

Post by jrflowers »

spongebobstoes wrote: post #143
AlexandrB wrote: post #133

Earlier quoted context omitted.

They're not selling them, they're still giving them away. Once the VC money runs out we'll see what the actual cost of this stuff is.

most inference runs at 40%+ margin

Exactly. The enormous margin is why companies like OpenAI and Anthropic are known for being so immensely profitable. Just money printing machines compared to the amount of cash they burn

Re: Anthropic tightens usage limits for Claude Code without telling users

#190

Post by lelanthran »

lacker wrote: post #94
pembrook wrote: post #49

The funny thing is Claude 4.0 isn't even that 'smart' from a raw intelligence perspective compared to the other flagship models. They've just done the work to tailor it specifically for proper tool using during coding. Once other models catch up, they will not be able to be so stingy on limits. Google has the advantage here given they're running on their own silicon; can optimize for it; and have nearly unlimited cas…

Will the other models really catch up, though? To me it seems like Anthropic's lead in programming has increased over the past year. Isn't it possible that over time, some models just become fundamentally better at some things than other models?

> Will the other models really catch up, though? To me it seems like Anthropic's lead in programming has increased over the past year.

To me it seems that they are all converging over time. So what if one is "better"[1]? The others will soon be there too.

[1] My experience with them is that Claude (Opus) is only slightly better than the competition at coding; it might do a better job on 2 out of every 5 tasks than the competition, but those people using the competition still get those two tasks done anyway.

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