People jumped ship from OpenAI because of their involvement with the US Government / military / Department of War / what have you. That spike was enough that Anthropic was starting to noticeably struggle, which is why they had to rent compute from X AI to get their compute back up to normal, I honestly think if they didn't hit this wall they might have IPO'd much sooner, before they bought extra compute from X AI they downscaled how much compute you can use, but it was poorly done because people got used to much higher limits, they should have explored more strategic options, their changes also broke my workflow several times over. As a result of anthropic trying to deal with the bleeding some users left for OpenAI because it was "unlimited" for some time, then they added limits too.