Re:Anthropic officially bans using subscription auth for thi...
by airstrike on Wednesday February 18, 2026 @11:38PM
(#47069984)
No, it's a confession they have no moat other than trying to hold onto the best model for a given use case.
I find that competitive edge unlikely to last meaningfully in the long term, but this is still a contrarian view.
More recently, people have started to wise up to the view that the value is in the application layer
https://www.iconiqcapital.com/growth/reports/2026-state-of-a...
The sounds like a confession that claude code is somewhat wasteful at token use.