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AI in IndustryStratechery · June 23, 2026 · 5w ago

Memory Chips and China, Microsoft and Chinese Models

The big three memory makers may come to regret opening up the door to Chinese memory makers; Microsoft, meanwhile, is very incentivized to use Chinese models.

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Anthropic Resets Rate Limits for All Claude Users

Anthropic has reset both 5-hour and weekly rate limits across all Claude user tiers, effectively giving everyone a fresh quota allocation. This appears to be a system-wide refresh rather than a permanent policy change. Why it matters: - Teams hitting rate caps during high-usage periods (end of sprint, campaign launches) get immediate relief without needing to upgrade or wait for natural reset cycles. - The move suggests Anthropic is actively monitoring capacity constraints and willing to manually intervene when bottlenecks emerge, a positive signal for enterprise reliability. - For developers building agentic workflows or batch processing tools, this confirms rate limits remain a real constraint to design around, not just theoretical guardrails. - Marketing teams running large content generation batches should anticipate similar future resets if infrastructure keeps pace with demand growth. This likely reflects either a capacity expansion or a response to user feedback about quota friction. Watch whether Anthropic announces permanent tier adjustments or keeps using ad-hoc resets.

X / @claudedev · 1w ago