Where Anthropic f'ed up was treating their monetization the way they treat model training. Turns out that success in experimentation is not transferrable. They have tried to find the highest that the market pays for sota models; however, on the consumer side, this is just too confusing and unsettling: "You can only use Fable for a week as a part of your plan" "Be ready! You have to start paying per token!" "Nevermind…
We all know that the subscription prices are not at all sustainable for these providers. You all do, right?
Yes, they're struggling to segment the market and find a way to make money, and that basically relies upon emptying the pockets of whales. As someone enjoying a hilariously subsidized Max plan, I understand that, and I don't think they're trying to scam me in some way.
And both sides of this equation understand that the market is competitive, and maybe more competitive than they thought it would be. Like, would you rather they did pull Fable when they first said they would? Or that they'd cut quota? I wouldn't. But I'm glad that Kimi K3 and GPT 5.6 Sol and the latest GLM and Qwen and...I love that this has forced Anthropic to change plans. I'm not going to hold that against them.