I can't believe how quickly they went from riding high on anti-OpenAI sentiment post-DOD fiasco, to shooting themselves and all their users new and old in the foot.

The ideal time to make your product worse is probably not at the same point that all of your competitor's customers are looking. Anthropic really, really fucked up here.

And beyond that, there's a ton of people who are just regular 9-5 Claude CLI users with an enterprise subscription who are getting punished with a worse model at the same price just as if we were Claw users. This kind of thing does not make one feel warm and fuzzy. I feel like I just got a boot to the teeth.

The hypothesis that makes the most sense is not that they are idiots, but that they have no choice. They cannot meet the new demand. So they’ve quantized the model.