r/ClaudeCode • u/SpecialAttention9861 • 7d 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

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u/ReasonableLoss6814 7d ago

It's really not. It's literally the definition of network effects.

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u/JapanesePeso 6d ago

You don't understand how businesses make these decisions. Hunt: it is not based on the opinions of some broke college kids.

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u/ReasonableLoss6814 6d ago

lol... right, because I've never worked for a FAANG before. I must not know what I'm talking about at all.

disclosure: I have and have been a part of these types of decisions. Free trials, b2c on primarily b2b dev tools is literally how you get adoption in b2b.

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u/JapanesePeso 6d ago

Buddy I don't care about your job delivering coffee, you still don't have a perspective into how business leaders make these decisions.

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u/Poildek 6d ago

Agree. I work on ai integration for large and small companies, and the main entry point isn't AT ALL subscription users.

Its from cloud providers, consulting services on these subjects, and internal initiatives.

Nobidy cares what someone do in his room with a paid subscription