One of their challenges is pricing of Max 20x. Max 20x is discounted 50% vs Pro and Max 5x. The way Anthropic's pricing currently works the $20(1x) and $100(5x) tiers are paying double for usage vs the heavy-user $200(20x) tier. That sort of non-linearity only makes sense if there is excess capacity. ChatGPT's new Plus/Pro pricing plan did not copy that aspect of Anthropic's pricing structure and kept "sane" linear pricing.

Generally if you give people unused cycles to burn, they'll feel entitled to finding ways to burn them. So someone who is hitting the wall at x5 goes x20 and now has an extra +x10 to burn. Again, that's good if hardware is sitting around idle and you're encouraging innovation and exploration. It can make less sense when resources are scarce.