It would signal quite a fundamental pivot if their "Pro" plan excludes coding but supports personal productivity (Cowork). Quite surprising given most people attribute Anthropic's success to their elevation of coding above everything else. To have casual users locked out of that would be a major hit you would think.

Makes me curious about the internal thinking. One theory being they are in a capacity crisis and knocking Pro users off Claude Code is an emergency brake getting pulled. But an opposite theory is it's a revenue move and they think they have the lock in to pull it off. Especially if they are building up to IPO.

Interestingly the Team subscription which is still $20/month/seat still includes Claude Code. But you need minimum 5 seats. So it could be a way to force people off individual plans and into enterprise plans where possibly things scale better for them, especially IPO/wise. When one user wants it in a company, probably they go buy 5 seats.

I have to assume they're compute constrained and thus need to either raise prices or cut their lowest-margin products (which amounts to more or less the same thing, but with different optics), or turn away new users.

My assumption is that people are able to very easily saturate Pro with Claude Code and therefore even though the quotas are lower (more than proportionally) the utilization of those quotas is higher enough that Pro is less profitable.

I just switched from the $10 Copilot subscription to a $20 Claude subscription to get general AI and coding in one bill. I guess I'll try out GPT Codex.

It's possible that Anthropic sees that the loss of $20/mo customers could be offset by the customers purchasing the $100/mo plan