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.
They would honestly have been better off refusing customers if compute is so limited. Degrading the quality leads to customers leaving in the short term, and ruins their long term reputation.
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.
The recent Deepseek release probably has them more worried. But locally running these large models requires a lot of infra expertise. Market impact will be minimal. Not to mention the companies that can pull this off have enough cash to just pay Anthropic to begin with.
