I am not up-to-date in this area, and not necessarily that I don't trust you, but do you have a source for this? Just curious.

Pretty sure he’s talking about Cursor and other ai coding startups. There was a lot of drama between the two in the past year and iirc anthropic cut their capacity.

Edit: here’s the zitron post at the time: https://www.wheresyoured.at/anthropic-is-bleeding-out/