Anthropic Is Preparing for IPO and We Should Be Worried (www.vincentschmalbach.com)

Anthropic, an AI company known for its language model Claude, is making significant changes to its subscription model, signaling a potential initial public offering (IPO). Starting June 15, 2026, usage of the Claude Agent SDK and claude-p will no longer count against regular subscription limits, instead drawing from a separate monthly credit. This move restricts how developers can utilize Claude in various workflows, such as automation and scripting, potentially limiting access for those who rely on third-party tools. The changes are notable as Anthropic appears to be shifting toward a more controlled commercial environment, possibly to boost profitability ahead of an IPO. By enforcing stricter limits on how Claude is accessed—such as cutting off third-party frameworks and requiring additional credits for certain usage—Anthropic is ensuring that its platform remains profitable and mitigates the risk of competitors leveraging its technology. While the company emphasizes safety and responsible deployment, its decision to withhold major open-weight models and restrict API access raises concerns about transparency and long-term accessibility in the AI landscape.