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Notes -
It's not about profitability, it's that they got a giant wave of users but not enough compute to fill that demand. So, it's pretty obvious what must happen next, you do some mix of increased mandatory token efficiency (adaptive reasoning) + stricter limits (across the board, free and paid, but mostly targeting the super-user hogs who theoretically will pay for extra API usage after limits run out).
I will say though this probably bodes poorly for Claude in the near-medium term, because ChatGPT had the same thing more or less happen with their 5.0 launch (forced adaptive model selection for mandatory token efficiency) and it definitely took the wind out of their sails for at least 4-5 months.
At any rate, however, I strongly, strongly disagree about this empowering the skeptics (or being evidence of a shift against AI adoption). The fact that people are whining about problems with their tools is selection bias. It's kind of like the classic armoring spots on the airplane that didn't have holes (because they didn't survive to be examined), in that people wouldn't complain so vociferously if they weren't so needy for the tool in the first place. The complaints to me are evidence of a generalized latent enthusiasm, not pessimism. In the grand scheme of things, it's far, far better for a company to have complaints that users can't get enough of their product, than it is for the product to be simply ignored. In the near term, I expect a decent chunk of users to swing back toward the OpenAI offering, Codex (which is undergoing a PR blitz of sorts right now)
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