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A few things: (1) This isn’t the bad thing people think it is. (2) Thank you to all the VCs whose money is subsidizing this largesse to customers (we are one). (3) Not knowing the data, I can still guarantee that there is a huge bi-modal distribution on usage happening in Claude. A small group of super cracked devs use infinite amounts while devs at traditional companies use some/little. Overall, on a time-based cohort basis, I suspect positive margins are largely in tact despite a deep J-curve acquisition loop on some users (ie the super users). Anyways, as the CEO of 8090 who has to pay the bills, I thank everyone funding Anthropic for their largesse because we were already spending way too much on this stuff without the equivalent pull through ROI (ie $1 spent on AI should equal more than $1 of new revs), so every subsidy helps.