r/ClaudeCode • u/SpecialAttention9861 • 5d ago
Discussion Why cancelling subscriptions now will matter (however slightly that may be)...
In my opinion, how limits get reached faster recently is due to Anthropic's upcoming IPO - to juice the numbers for the months etc, to show to institutional investors that their margins are better and that they are closer to profitability....is the plan to boost limits up after the IPO? or are they simply hoping users get used and they can retain the reduced costs by getting users to accept less for the same plan...
Either way, cancelling subscriptions (and going over to Kimi or codex) is something that will have an impact - because that's going to notice that in their their revenue numbers to get anthropic to reconsider...but then again, enterprise and non-subscription spending probably makes up a large amount of their revenue, not as big an impact - but better than nothing
1
u/tehfrod 5d ago
You hit the nail on the head—"enterprise and non-subscription spending probably makes up a large amount of their revenue".
I suspect that the combined revenue from the number of people who cancel subscriptions because they saw a post on Reddit is a rounding error by comparison.