Anthropic’s story over the past year has been nothing but explosive growth that they can’t keep up with, but now they’re suddenly doomed? Seems pretty far fetched to me.

No idea why you’d say they have critically underinvested in product when Claude Code dominates and they’ve also released popular tools like Cowork and integrations for Microsoft products at an incredibly rapid pace.

Cost is becoming more of a factor, and no doubt they’ll work on that. There’s no reason to think they won’t be able to release cheaper models if they optimize for that rather than improving performance.