They know they need to differentiate from other offerings that are catching up, but I don't know anyone who has just left their work up to any of these specialised products. Most try it say "it's interesting" and then move on.
This is akin to a demo / SDK ready to plug into a store, it’s just making it easy for devs to get started. it’s still using core models and APIs, no special magic models.
You posited two extremes, with no evidence for either, and with no other possibilities in between, or even outside the spectrum. That's beyond mere conjecture: it's just nonsense. I hope you realize that.
Too many people, hence all the friction and cost.
It's pretty clear that there is massive unmet demand for AI, and compute cannot keep up. So you can pretty reliably dial in the "free compute for inference" situation for any given lab based on their pricing and friction tactics.
Anthropic/Google getting stuffed (Google is an odd case here)
OAI doing alrightish
Grok/Meta basically doing giveaways
Chinese models trying to fill vacancies on 3rd party compute
I suspect they just have loads of subscription users, probably many enterprise seats, but I sort of doubt there are agentic pipelines built on their metered pricing in the same scale as they may have subscription seats.
I think the whole pentagon thing really cast Anthropic into the spotlight, and their aesthetic is pure marketing excellence. It is the "trendy" AI to use. However on the backend, they did not have the compute available to serve everyone, especially since they seem to lean towards massive parameter models.
Having said that Terra is awesome for clearly defined (by Opus/Fable) research task, and Sol is amazing for adversarial review, but I won’t allow them to touch my codebase any more.
If someone has a workflow where they keep tight control over agents, reviews the code by hand and so on, I can imagine them being useful.
For example, this exact narrative you're framing was said back during Opus 4.6/4.7 and fast forward to today we have open weight models that perform at Opus 4.6 level.
likely they hooked many fat enterprise customers
If you're using Claude in a pair-programming/"exoskeleton" sense, you'll probably never get close to maxing your subscription allotment unless you really lean on Fable.
The "you can't get anything done" comment confounds me, frankly.
To share more on my comment, that was when contrasting it with the competition and their credit allowances.
If we go by your scenario, then you could get even more with just a $20 plan from some of the others.