The Pulse: Did capacity shortages turn Anthropic hostile to devs?

This article explores how Anthropic's rapid growth (80x revenue/usage increase) may have caused capacity shortages, leading to controversial decisions like silently reducing Claude Code capabilities, banning corporate accounts, and removing access for some paying subscribers. It details Anthropic's new data center expansion and SpaceX/xAI renting its Colossus 1 data center to Anthropic, which is ironic given xAI builds the rival Grok model. The piece also covers Anthropic's recent policy changes, including doubling Claude Code limits and removing peak hour restrictions, suggesting capacity issues may have driven hostile developer relations.