Anthropic's Infrastructure Imperative
In this respect, Anthropic must move toward the infrastructure layer as soon as possible, and there is no way out of it.
The other half—more critical for understanding the company's future—is written in the rate limits plaguing Claude Code.
The company's greatest success has become its most urgent strategic challenge: overwhelming demand that exposes a fundamental infrastructure dependency.
When teams are "racking up thousands of dollars daily" in Claude Code usage and still hitting limits, we're witnessing a company whose product-market fit has outgrown its infrastructure reality.
This isn't a pricing problem or a capacity issue—it's a structural vulnerability that threatens Anthropic's ability to compete in the emerging AI empire wars.
The Infrastructure Stack Reality Check
In the strategic map of AI, I’ve explained at great length what it means for companies like Anthropic, who are fighting for the top spots in the AI race, to build a strategic moat.
And I gave a further update here.
Now, back at Anthropic, let’s see where the company stands.
