So basically their move is an admission that they can't scale up their capacity accordingly to shifting demand while keeping the current pricing.
Customers have their own value calculations. If they can't use Claude for autonomous agent at reasonable price they will move to providers that are cheaper and more flexible. Autonomous agent adds way more utility than a marginally better LLM (assuming that's even true).
Customers have their own value calculations. If they can't use Claude for autonomous agent at reasonable price they will move to providers that are cheaper and more flexible. Autonomous agent adds way more utility than a marginally better LLM (assuming that's even true).