They're subsidizing their tokens as long as you use their software. That's a fair exchange, I never understood why people took issue with it. If you don't want to get locked in to Claude Code, you can pay more. Just like you can pay more for an unlocked non-carrier subsidized phone. (Which I personally do.)
Dario took the tremendous goodwill his row with Hegseth gave him and blew it. The major problems are Anthropic’s back-end instability and front-end kludginess (Electron!) revealing the gap between Anthropic’s capability and marketing, and Dario bizarrely copying Altman’s 2023 fire-and-brimstone playbook that had already massively backfired.