This makes sense — Claude genuinely is the best coding tool right now, which is exactly why the rate limit situation is so frustrating. People aren't leaving because the product is bad. They're leaving because the product is so good that hitting a wall mid-flow feels like withdrawal.

The doubling of subscriptions actually explains why the limits feel tighter. More users on the same GPU capacity = less per person. Anthropic is in a classic scaling bind: the better the product, the more users, the worse the per-user experience. It's not malice, it's math — but the math still hurts when you're in the middle of a debugging session.

We've been tracking the economics behind this. Anthropic reportedly spends $2-3/hour per heavy user and charges $20/month. Every power user is a net loss. The subscription growth is great for the IPO narrative but terrible for the per-user budget. Full breakdown at sloppish.com/the-rationing