Seems like estimates are that 70-85% of their revenue comes from API usage/pricing, so some users switching from Opus to Fable for that would've had a big impact
Then there's people switching from GPT 5.5 or upgrading their subscriptions, and Fable being scheduled for removal from subscriptions on the 23rd
Then there's people switching from GPT 5.5 or upgrading their subscriptions, and Fable being scheduled for removal from subscriptions on the 23rd