Different situation. Uber's entire strategy was to "disrupt" the transportation industry by undercutting everyone, with the promise that eventually adoption (and monetization via data, advertising, etc.) would be large enough for fees not to rise so much as to push consumers and drivers into the established taxi industry. Anthropic, on the other hand, is a competitor brand in a brand-new industry, one with heavy reliance on capex and exploding employee salaries, for that matter.

and that jumping ship didn't happen IRL, cursor ARR jumped 50% after their pricing change.