I presume they don't yet have a cohesive monetization strategy, and this is why there is such huge variability in results on a weekly basis. It appears that Anthropic are skipping from one "experiment" to another. As users we only get to see the visible part (the results). Can't design a UI that indicates the software is thinking vs frozen? Does anyone actually believe that?
Compute is limited worldwide. No amount of money can make these compute platforms appear overnight. They are buying time because the only other option is to stop accepting customers.
But in either case, if compute is so limited, they’ll have to compete with local coding agents. Qwen3.6-27B is good enough to beat having to wait until 5PM for your Claude Code limit to reset.