Moonshot says it sold out K3 plans rather than cap users, unlike Anthropic's 50% cut

FinanceYF5 · x · 2026-07-22

Moonshot used K3 as proof of its strategy: after launch, it deliberately sold out every plan rather than restrict existing users' usage, even if that meant making less money.

The thread contrasts this with Anthropic's April response to a compute wall, when it reportedly cut peak-time user usage by 50%.

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