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jdoe1337haloyesterday at 5:49 PM8 repliesview on HN

Anthropic seems cooked right now in terms of compute


Replies

WarmWashyesterday at 6:16 PM

Flavor of the month LLM gets inundated and swamped with users.

Sideline LLMs have free compute and offer cheap prices to draw in crowd. Becomes flavor of the month LLM.

Back to step one.

It should be pretty clear by now that token prices are predominately a function of available compute.

dgellowyesterday at 5:59 PM

To be fair, their growth is ridiculously insane. I don't know how else that can be described

jrfloyesterday at 5:58 PM

They've been really struggling all of 2026. All of these "limited time" promos, just to have less usage than codex, and the shenanigans around "peak hour" reduction earlier in the year.

jryle70yesterday at 6:33 PM

Their revenue has increased dramatically. The run rate was 9B in Dec, 19B in Mar, 47B in May. It's now at 65B.

https://www.bloomberg.com/news/articles/2026-08-17/anthropic...

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btmilleryesterday at 6:01 PM

It’s like we’re hot-spotting, but across providers rather than across infrastructure!

johnnyApplePRNGyesterday at 5:54 PM

Currently (and regularly) down, indeed.

dborehamyesterday at 6:20 PM

Meanwhile my $100/mo subscription allows me to spank Claude all day doing the work of 4 coders and never hit any limits.

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bpodgurskyyesterday at 6:15 PM

it looks cooked to you, because growth numbers are cooking (to them)

(nobody uses claude anymore, it's too over-subscribed)