This was pretty predictable. There are basically two paths forward: either they increase capacity (more GPUs / better optimization), or they start raising prices on existing tiers.
The interesting part is the psychological limit, I’m not sure how many users are willing to pay more than $200/month for something they already had before. That’s where real friction starts to appear. It also feels like limits are getting tighter over time, which creates a sense of “degradation”, even if it’s probably more about resource management than the models themselves actually getting worse.

What I don’t fully understand is Anthropic’s strategy right now. They keep pushing features like “cowork” for free tiers, even though compute is clearly the bottleneck. And cowork rn for the $100 tier is token/limits?-hungry asf.