I’ve seen the point raised elsewhere that this could be the double usage promo that was available from the 13th of March to the 28th. ie. people getting used to the promo then feeling impacted when it finished.

Although it seems that enterprise wasn’t included, so maybe not in your case.

https://support.claude.com/en/articles/14063676-claude-march...

its sounds like, tinfoil hat, they reduced the quant size of their model and tried to mask the change with the promo. your theory only addresses the spend not the reduced realiability

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