After reading the prospectus, I finally understand why Anthropic doesn't care about users anymore
The prospectus reveals: 80% of revenue comes from enterprises billed by usage. Enterprise users of Claude Code spend 20 times more than regular users, with 11,900 enterprise clients supporting billions in revenue. Free users are classified financially as "sales and marketing" costs—essentially a customer acquisition strategy, aimed at getting developers to use it first before promoting enterprise purchases. With a shortage of computing power, resources are fully tilted towards enterprise agents that spend 20 times more.