It would signal quite a fundamental pivot if their "Pro" plan excludes coding but supports personal productivity (Cowork). Quite surprising given most people attribute Anthropic's success to their elevation of coding above everything else. To have casual users locked out of that would be a major hit you would think.
Makes me curious about the internal thinking. One theory being they are in a capacity crisis and knocking Pro users off Claude Code is an emergency brake getting pulled. But an opposite theory is it's a revenue move and they think they have the lock in to pull it off. Especially if they are building up to IPO.
Interestingly the Team subscription which is still $20/month/seat still includes Claude Code. But you need minimum 5 seats. So it could be a way to force people off individual plans and into enterprise plans where possibly things scale better for them, especially IPO/wise. When one user wants it in a company, probably they go buy 5 seats.
Makes me curious about the internal thinking. One theory being they are in a capacity crisis and knocking Pro users off Claude Code is an emergency brake getting pulled. But an opposite theory is it's a revenue move and they think they have the lock in to pull it off. Especially if they are building up to IPO.
Interestingly the Team subscription which is still $20/month/seat still includes Claude Code. But you need minimum 5 seats. So it could be a way to force people off individual plans and into enterprise plans where possibly things scale better for them, especially IPO/wise. When one user wants it in a company, probably they go buy 5 seats.