sorry， i call bs. In my opinion， Anthropic isn't worried about losing customers. And the reason is quite simple：

They barely make any money in the B2C sector. Subscriptions are heavily subsidized； their compute and Fable 5 are primarily intended for businesses and enterprises， and these customers are willing to pay immensely high costs for them. This is also Anthropic's main source of revenue； it's the area where they are far ahead of OpenAI.

Dario certainly isn't losing sleep over this and isn't running around hysterically because he's afraid consumers will cancel their subsidized Max plans due to the lack of Fable 5. At best， this will free up more compute for the relevant areas.