> API is definitely being sold at a decent profit.

Where do you get this from?

Enterprise plans are being cancelled or limited all over the place (Uber, Microsoft). I doubt Anthropic would be leveraging a loss leader with their consumer plans, while catastrophically hemorrhaging customers on the enterprise.

They are either operating at a loss (possibly a minor one), or a minor profit (which is chasing customers away).

If they were comfortably profitable they wouldn't need to participate in the circular deal circus.