People love a widget. But the manufacturer loses money at the current price. Manufacturer rises their price for the widget. The resellers are still willing to buy the widget, but is now charging retail consumer more money.
I am very confused why this means Anthropic is bleeding out. The most important thing is that Anthropic has a thing people love. And can raise the price just fine.
It reads that if your $200/month sub is actually letting you spend $10k/month worth of compute, a heck of a lot of people are not going to make that jump if Anthropic start actually charging what it’s costing them to not go bankrupt.
Costs for inference have already dropped dramatically in the last few years; I think it's reasonable for Anthropic (and others) to prioritize market share as long given their ease of access to capital.
I am very confused why this means Anthropic is bleeding out. The most important thing is that Anthropic has a thing people love. And can raise the price just fine.