Some notes from me researching trying to answer my own question:

> Wall Street experts and financial research firms project Anthropic’s current blended gross margins to be in the mid-40% to mid-60% range, with internal company forecasts aiming for a software-like 77% gross margin by 2028

> Anthropic’s revenue is heavily dominated by enterprise and developer customers (roughly 75% to 85% of total revenue).

> Premium Token Pricing: Enterprise and API clients generate 3 to 5 times more revenue per token than consumer users.

Net is estimated to be between 10% and 30%

I... somehow did not know that.

The VS Code extension needs love. I'm sure you guys are aware but it feels like it is neglected.

GitHub Issues is a graveyard of 3-10 duplicates of really important issues with no activity getting closed. A few examples:

* Lots of /commands missing in between the CLI harness and the VS Code extension

* No way to monitor subagents/tasks/progress visually

* No status bar/line

This kind of makes sense in that space while the subsidies (if true) last?

Unrelated, "tokens" feels very like... back-then blockchain to me. All the craze.

I'm not so sure this is true anymore. It may have been years ago but... can you honestly say "the Bun project was fully AI written, therefore the quality is poor"?

Any concrete examples/proof?

Did open source operating systems win? No, MacOS/Windows are pretty dominant.

Does open source... cloud hosting, social media, ride sharing apps, you name it win? Not in my experience?

I'm sorry this happened to you.

edit: more research

> Chert is in the Sendblue/Blooio lineage, which runs genuine Apple software on real Macs logged into real Apple IDs. They're almost certainly not doing "Beeper Plus again."

Part of me thinks it's a mild overreaction. It's not like people audit every line of kernel/driver/BIOS/EFI code before running Linux? As long as the tests pass and the performance doesn't regress and it's secure... why are people so mad that it was vibe coded? Is it because it was an irresponsible thing to do? Maybe?

I don't know, I see both sides.

Devil's advocate:

* inflation caused everything to go up to some degree since then

* if it was "that bad" as you say, they wouldn't be extremely profitable and have so many users

both things can be true? "they cut the driver pay in half and doubled the price" did not lead to the collapse of the business/people to stop using it.

How big/deep of a loss?

I feel like I read this every day for years that Uber did this same "idiotic, losing" strategy (how it was pitched/discussed) and then one day we woke up and... without much fuss, boom, they were profitable seemingly overnight.

Some that come to mind that are potentially tangentially related/similar:

https://github.com/evidence-dev/evidence

"We're sorry, what we were able to give you for $100/mo before now needs to be $200/mo (or more). We miscalculated/we were too generous/gave too much away for too little. It's a new technology, we are seeing a ton of demand, we are trying to run a business, hope you understand. If you don't want it, don't pay for it."

* Anthropic is in some way trying to run a business (not a charity) and at least (eventually?) make money and not subsidize usage forever

* "What a steal/good deal" the $100-$200/mo plans are compared to if they had to pay for raw API usage

and less on "how dare you reserve the right to tweak the generous usage patterns you open-ended-ly gave us, we are owed something!"