I don't know if ed realizes that criticizing the capacity issues of anthropic directly contradicts his early, fierce take he'd had since early on (and is slowly retreating from) that they would not be having capacity issues unless people found this tool useful enough to cause the capacity issues in the first place. He claimed up to a few months ago that these tools were not useful, would never be useful, and people weren't actually using them to do anything useful, just as fun toys. Clearly, in the case of anthropic, this isn't true, as the enterprise side is growing so rapidly - the only way you could say this is bs is if you think the entire tech sector is experiencing delusion about their usefulness, which he used to say, but doesn't anymore.