Anthropic silently downgraded cache TTL from 1h → 5M on March 6th
Cache TTL appears to have silently regressed from 1h to 5m around early March 2026, causing significant quota and cost inflation Summary Analysis of raw Claude Code session JSONL files spanning Jan...
Has anybody else noticed a pretty significant shift in sentiment when discussing Claude/Codex with other engineers since even just a few months ago? Specifically because of the secret/hidden nature of these changes.
I keep getting the sense that people feel like they have no idea if they are getting the product that they originally paid for, or something much weaker, and this sentiment seems to be constantly spreading. Like when I hear Anthropic mentioned in the past few weeks, it's almost always in some negative context.
The enshittification meme has been taken too seriously to the point where it is shoehorned into every single place possible.
It is not in the interests for Anthropic to screw its customer base. Running a frontier lab comes with tradeoffs between training, inference and other areas.
This shows a lack of understanding of how markets work. Investors make money when the valuation of the company increases. The valuation of the company is the best prediction of future profit risk adjusted.
How would anthropic increase future profits without satisfying customers?
Have you seen the business models for these companies? Literal underpants gnome memes. OpenAI's goes like this:
1. Build AGI
2. Use said AGI to tell us how to become profitable
3. Profit!
Anthropic seems to be going all in on enterprise sales. Which means they don't actually have to please customers, or it's what ThePrimeagen humorously calls a "yacht problem"—a problem that only needs a solution after the IPO. For now all they have to do is convince corporate leadership that this is the future of work and sow enough FOMO to close those sales contracts and their projected sales, and stock valuation, goes through the roof.
Of course that value will collapse if they go without delivering on their promises long enough. That's why they call it a bubble. But by then, hopefully, Dario and the early investors will be long gone and even richer than they were to start. Their only competitor, OpenAI, is confronted with the same issues: the scalability problems won't go away, and addressing them doesn't drive stock valuation the way promising high rollers that AGI and total workforce automation are just around the corner does.
lsdmtme