Anthropic seems cooked right now in terms of compute

Flavor of the month LLM gets inundated and swamped with users.

Sideline LLMs have free compute and offer cheap prices to draw in crowd. Becomes flavor of the month LLM.

Back to step one.

It should be pretty clear by now that token prices are predominately a function of available compute.

They've been really struggling all of 2026. All of these "limited time" promos, just to have less usage than codex, and the shenanigans around "peak hour" reduction earlier in the year.

To be fair, their growth is ridiculously insane. I don't know how else that can be described

Their revenue has increased dramatically. The run rate was 9B in Dec, 19B in Mar, 47B in May. It's now at 65B.

https://www.bloomberg.com/news/articles/2026-08-17/anthropic...

Currently (and regularly) down, indeed.

It’s like we’re hot-spotting, but across providers rather than across infrastructure!

Meanwhile my $100/mo subscription allows me to spank Claude all day doing the work of 4 coders and never hit any limits.

it looks cooked to you, because growth numbers are cooking (to them)

(nobody uses claude anymore, it's too over-subscribed)