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This feels more and more like a marketing/scarcity play for the largest global corps.

Will likely give them time to expand capacity as well. And make them harder to dislodge in these orgs.

To me this makes little sense — I can’t imagine the orgs they have limited this rollout to don’t already have Claude subscriptions and integrations. And sure this may play nicely into branding a build a mystique around the model but ultimately they are missing out on a ton of revenue and risking being totally front-run now that model performance parameters are out and people have firsthand experience. Feels more like a fairly genuine attempt to be responsible. They could have easily rolled out an update and done some PR to absolve themselves of responsibility

Urgency x scarcity, unbeatable marketing move.

It is really good. Will also cut through the common procurement, legal and change management processes seen at these orgs.

Genius^2

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