Berman: Aggressive quota limits prove Anthropic faced severe compute shortages
Matthew Berman · Podcast Crossover: AIE, AGI, frontier lab strategy with @matthew_berman and @swyxtv · Jul 10, 2026 · at 7:13
Matthew Berman responds to Shawn Wang (Swyx), arguing that Anthropic's user quota limits reflected severe underlying compute infrastructure constraints.
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“I still do think they were bandwidth limited or they were compute limited because if you look at their quota and how aggressive and reducing it and using it it's gotten much better, but especially two months ago, I mean, you would burn through your quota in a matter of minutes. It's happening again, to be fair with Fable because it just uses so many more tokens, but two months ago, it just seems like they could not get enough compute to serve the models that they have.”
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