Yes, Anthropic is compute constrained, even after the SpaceX Colossus deal.
But supply constraints are the normal operating mode of any market. Anthropic could choose to serve whatever models it pleases at whatever price points it chooses and let the market decide where the value is.
If Mythos at $X overwhelms their capacity, they could just charge $X+1. If still overwhelmed, there are larger prices as well.
Yes, Anthropic is compute constrained, even after the SpaceX Colossus deal.
But supply constraints are the normal operating mode of any market. Anthropic could choose to serve whatever models it pleases at whatever price points it chooses and let the market decide where the value is.
If Mythos at $X overwhelms their capacity, they could just charge $X+1. If still overwhelmed, there are larger prices as well.