Mounting evidence that claude max users are put into one big compute fuel pool. Demand increased dramatically with OpenAI's DoD PR snafu (even though Anth was already working with the DoD? But I digress...). The pool hit a ceiling. Anth has no compute left to give. Hence people maxing out after 1 query. "Working on it" means finding a way to distill Claude Code that isn't enough of a quality degradation to be noticed…
There's another piece of the puzzle. Dario has very clearly stated they are not taking the OpenAI approach of spending $trillion to scale right now and assume the money comes later. They are spending significantly less and working towards profitability sooner. That means they are going to be far more constrained infrastructurally than some of the competition. I think this is some of the constraints that we are seeing…
they're looking to IPO in 2028 vs 2030 for OpenAI, who have raised more than double the funds
so they're willing to play fast and loose with the terms and conditions of existing customers trying to make it happen
those pockets must be drying up really fast