> No. This is opportunity cost.

It’s not opportunity cost. It would be opportunity cost if their employees not using it would lead to additional revenue. However, if Inwas to go to Anthropic and double my token usage Anthropic wouldn’t decline my money. If Anthropic’s employees would stop using Claude, their revenues wouldn’t increase by an equivalent amount.

Their revenues are not currently supply constrained.

It’s just a cost cost. If their employees stopped using these services they would simply need less infrastructure, and therefore save on the cost to build and run that infrastructure. It wouldn’t translate into an increase in revenue.