Claude and Claude Code are still quite useful even when considering the recent degradations, so I don't think corporate users will leave easily especially considering that they're subsidized by their companies. I think the most likely scenario is that Anthropic will remove the Max ($100 / $200) subscriptions (which were the sweet spot for most users) and opt for token-based prices instead, which will make the average cost 2x ~ 3x higher which will keep them afloat in terms of ROI. Performance will plateau though since model research cannot sustain itself any longer, and then it's only a matter of how fast the open-source Chinese models will catch up in efficiency.

Anthropic has since found and fixed the perf. problem: https://www.anthropic.com/engineering/april-23-postmortem

Increasing cost will only make people embrace competitor or open source models.

a 2-3x pricing increase will also lose them customers and still they're likely to be bleeding cash like a stuck pig