Posted by lsdmtme 20 hours ago
The common thread: the subsidy era is ending. Every provider priced access below cost to capture market share, and now with 84% developer adoption and demand outpacing GPU capacity, the bill is coming due. Shorter cache TTLs, tighter rate limits, and model downgrades aren't bugs — they're the business model correcting itself.
The uncomfortable question is whether $200/month was ever a sustainable price for the amount of inference these workflows require. The answer is probably no, which means either prices go up or service goes down. We're watching the latter.
We've been tracking this across the industry: sloppish.com/rationing-followup.html
I haven't really hit real usage limits in the past 2 weeks, and part of me wonders if its a loud minority who all abused Claude Code, and now Anthropic has just permanently gimped their accounts.
Something like if you are in the top 5% of users, they are now giving you limits to bring you down to the average user.
Why the FUD?
I notice some interesting public opinion weather change since Anthropic passed OpenAI wrt revenue
>> Was there a change? Yes — March 6, intentional, part of ongoing cache optimization. You pinpointed the date correctly.
The entire issue lays out how and why it's a silent downgrade. Also silent because it just happened, without announcing.
I don't understand how is this FUD?
I canceled my subscription and switched to a codex, but it's not as good. I'm tired of Anthropic changing things all the time. I use Claude because it doesn't redirect you to a different model like OpenAI does. But now it seems like both companies are doing the same thing in different way.