I was subbed to claude for CC since July/aug (can’t remember when I stopped paying the API pricing).
I canceled 3 weeks ago. Since then everything with the usage limits being slashed before being announced, their cache bug that eats limits (and won’t reset), and just rolling paper cuts with every single release I feel pretty good.
I personally think Anthropic is lost and are chucking products out left and right. They might vibe their moment away
Edit: their last month of releases for CC are heavily favored towards building openclaw into their ecosystem
These are highly irreputable companies led by sociopaths.
Consider stopping giving them any money at all.
It’s interesting how the long business purchasing cycles and have made it difficult for companies to keep up with these rapid changes. Companies like to spend months getting a vendor approved and then not change it for years. Depending on when your company got on the AI coding bandwagon you may be locked into Copilot or ChatGPT while the rest of the coding world knows that Opus 4.6 is king, at least for this month. The situation may change again next month, but today that’s how it goes.
It’s mostly a FOMO play for people who think they need to have some exposure to these companies they see all over the news.
I can only assume hype. That’s why Sam Altman has the job he has. You don’t see the CEO of Anthropic going on the Tonight Show. He’s there to bring OpenAI to the forefront of people’s minds, and uninformed investors will follow.
All catches up to you eventually though.
If the spec is very detailed, you've solved most of the problems you might encounter with open models.
You can then get a frontier model to then do a review against the spec.
Doing this cuts down frontier usage by a lot, as all the real work is local, tool calls are instant . It just feels nicer.
I think this is why you're seeing frontier models like Claude suddenly ban people using opencode/pi etc with a subscription (API users still good).
What I'm saying is that I believe their ARPU could be higher than Google's, while what I think you're saying is that their cost will also be higher. I agree with that, but where we differ is that I think that while the margin will be lower, there is still potential to make a ton of money there.
That's the only thing you need to get from this article. They're doing mostly the same thing, aiming the same market. But Anthropic's shares are at 50% off discount.
It's just that people are rotating the musical chairs from OpenAI to Anthropic because the former is cheaper than the other.
They (investors) will do this until there is no more upside left to extract.
And Anthropic isn't even the saint that everyone pitches them out to be:
https://www.cnbc.com/2026/02/12/anthropic-gives-20-million-t...
He's a constant liar.
Altman's untrustworthiness goes all the way back to Loopt and Paul Graham's comments about him were meant as praise, not criticism.
OpenAI's problem is that in addition to Altman being untrustworthy he has also just been flailing in terms of focus.
Brains fried post late-00s to 10s endless ZIRP waterfall helping them fail up. Not used to reality where everything they touch does not turn to gold.
That said, I dont have a horse in the race and have used all the available options and find it very easy to switch among them, so I'm not a specific booster of Claude Code or any other option.
Dario constantly fearmongers to them and 98% of software developers all fall for it, and he needs to sell you access to his product.
The future is local LLMs and Dario knows this is their main threat. Just as Cursor, they don't want to pay for Claude anymore and are going with local models.
Sam looks like a used car sales man. Dario looks like he'd hand out coolaid at Jonestown.