11 Sources
[1]
Anthropic ejects bundled tokens from enterprise seat deal
More bad news for Claude users. Anthropic has revised its seat-based pricing for enterprise customers, shifting them to a new pricing plan upon contract renewal. The change comes at a time of turmoil for the company, which in the run-up to a rumored IPO has seen demand for Claude AI services
[2]
Perspective: AI demand is inflated, and only Anthropic is being realistic
AI demand metrics are broken and only Anthropic is being realistic The main demand signal for artificial intelligence looks explosive on paper, but it may be significantly overstated. Anthropic, by pricing its tools for that reality, might be the best-positioned AI company if a correction
[3]
Claude is getting worse, according to Claude
Once the AI darling of programmers everywhere, Anthropic's Claude has been stumbling mightily, both in terms of cost and perceived quality. The service was down briefly on Monday with "a major outage," service trouble that only amplifies growing discontent from customers that even a bot can
[4]
Anthropic Is Jacking Up the Price for Power Users Amid Complaints Its Model Is Getting Worse
As usage of Anthropic’s coding-focused AI tools has surged, the company is now tweaking its pricing model in a way that could make it significantly more expensive for some enterprise users. The Information reported Tuesday that Anthropic is shifting Claude Enterprise subscriptions away from a
[5]
Anthropic: Claude quota drain not caused by cache tweaks
Dev reports suggest long sessions now burn through usage much faster Anthropic last month reduced the TTL (time to live) for the Claude Code prompt cache from one hour to five minutes for many requests, but said this should not increase costs despite users reporting faster depleting quotas. User
[6]
Is Anthropic 'nerfing' Claude? Users increasingly report performance degradation as leaders push back
A growing number of developers and AI power users are taking to social media to accuse Anthropic of degrading the performance of Claude Opus 4.6 and Claude Code -- intentionally or as an outcome of compute limits -- arguing that the company's flagship coding model feels less capable, less reliable
[7]
How Anthropic's Pentagon fight became an unexpected growth engine
A version of this article originally appeared in Quartz's AI & Tech newsletter. Sign up here to get the latest AI & tech news, analysis and insights straight to your inbox. When the Pentagon declared Anthropic a supply-chain risk earlier this year, the designation was meant to hurt. The label,
[8]
Anthropic faces user backlash over reported performance issues in its Claude AI chatbot | Fortune
Anthropic's popular Claude AI model has seen a significant decline in performance recently according to many developers and heavy users, who say the model increasingly fails to follow instructions, opts for sometimes inappropriate shortcuts, and makes more mistakes on complex workflows. The
[9]
One of Silicon Valley's Hottest Companies Is Facing a Revolt -- From Its Own Fans
Are you sure you want to unsubscribe from email alerts for Alex Kirshner? Sign up for the Slatest to get the most insightful analysis, criticism, and advice out there, delivered to your inbox daily. Earlier this spring, Anthropic scored the marketing coup of a generation. The Pentagon wanted
[10]
Anthropic Switches to Usage-Based Billing for Enterprise Customers | PYMNTS.com
By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions. That's according to a report Tuesday (April 14) from The Information, which
[11]
Remember Sam Altman's AI top ups like electricity bill? Anthropic is testing it in reality
This shows AI tools are now being priced based on actual usage, like a utility. Anthropic has made major changes to how it charges enterprise customers using its Claude AI service. The company is shifting from older fixed price plans to a system where businesses pay a smaller fee for each user
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Anthropic is transitioning Claude enterprise customers from flat-rate subscriptions to usage-based pricing, potentially tripling costs for some users. The shift comes as complaints about the AI model's performance have escalated sharply since February, with developers reporting quality degradation, quota exhaustion, and service outages that have turned a once-favored coding assistant into a source of frustration.
Anthropic has quietly restructured its enterprise pricing for Claude, moving away from bundled token allowances toward a usage-based model that charges customers per token consumed
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. The change affects enterprise customers at contract renewal, eliminating the legacy "Chat-only seats" and "Standard/Premium seats" that previously included flat monthly fees with usage limits1
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Source: PYMNTS
Under the new structure, seat pricing drops from $200 per month to $20 per month, but all token consumption gets billed at standard API rates on top of the base seat fee
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. According to The Information, this shift could potentially triple costs for some enterprise customers4
. Adrien Laurent, CEO of IntuitionLabs, an AI consultancy for the pharmaceutical industry, told The Register that many enterprise clients were already spending significantly on overage, with base seat fees representing only 20 percent of total bills while metered API usage accounted for the remaining 80 percent1
.The pricing restructuring reflects broader challenges with AI demand metrics and capacity constraints. Tokens—the basic unit measuring words and characters in both user prompts and AI model responses—have become a distorted metric as companies optimize for volume rather than outcomes
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. Using Anthropic's latest model rates, one million tokens of input costs $5, while one million tokens of output costs $252
.Agentic AI tools like Claude Code, which execute multi-step workflows and write code, consume thousands of tokens per session compared to simple chatbot interactions
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. This usage pattern broke the economics of flat-rate pricing. Anthropic's $200-per-month Max plan became a case study in unsustainable subsidies, with heavy users potentially consuming up to $5,000 worth of usage at published API rates while paying just $200 monthly2
. On April 4, Anthropic cut off third-party agentic tools like OpenClaw that were routing subscriptions through these plans2
. Boris Cherny, head of Claude Code, explained the subscriptions "weren't built for the usage patterns of these third-party tools"2
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Source: The Register
As Anthropic adjusts its billing model, user complaints about decline in model performance have escalated dramatically. When The Register asked Claude itself to analyze quality complaints in the Claude Code GitHub repository since January 2026, the AI model concluded that "quality complaints have escalated sharply"
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. The analysis found April was already tracking 20+ quality issues in 13 days, putting it on pace to exceed March's 18 complaints—itself a 3.5× jump over the January-February baseline3
.Stella Laurenzo, a senior director at AMD, posted a viral complaint on GitHub in February stating that Claude Code could no longer be trusted for complex engineering work, with the model appearing to decline in performance including ignoring instructions and providing incorrect "simplest fixes"
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. Users alleged Anthropic "sneakily turned down how hard claude thinks before editing code" by changing the default from "high" to "medium" effort without adequate disclosure4
. Boris Cherny responded on X, calling the allegation "false" and stating the change to medium effort resulted from user feedback about Claude using too many tokens, with the modification included in the changelog and communicated via dialog4
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Source: VentureBeat
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Technical changes to Claude's prompt caching system have further strained usage quotas for customers. In March, Anthropic reduced the time to live (TTL) for the Claude Code prompt cache from one hour to five minutes for many requests
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. User Sean Swanson documented how this "5m TTL is disproportionately punishing for the long-session, high-context use case that defines Claude Code usage"5
.While writing to the five-minute cache costs 25 percent more in tokens and the one-hour cache 100 percent more, reading from cache costs around 10 percent of the base price
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. Jarred Sumner from Anthropic claimed the change made Claude Code cheaper for "one-shot calls where the cached context is used once and not revisited"5
. However, Swanson reported being a $200 per month subscriber for over six months without hitting quota limits until March, when the "extra burn rate" made the service "unusable"5
. Pro users paying $20 per month have reported getting as few as two prompts in five hours5
.The large one-million-token context window available on paid plans with Claude Opus 4.6 or Sonnet 4.6 models increases costs, especially with cache misses
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. Boris Cherny acknowledged that "prompt cache misses when using 1M token context window are expensive" and said Anthropic is investigating a 400,000-token context window by default5
.Anthropic CEO Dario Amodei has described a "cone of uncertainty" facing AI companies—data centers take one to two years to build, forcing companies to commit billions now for demand they can't yet verify
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. "If you're off by a couple years, that can be ruinous," Amodei said on the Dwarkesh Patel podcast in February, adding that "some of the other companies have not written down the spreadsheet"2
.Anthropic's response has been moving toward per-token billing so revenue reflects actual usage, while competitors like OpenAI have been making AI cheaper and easier to consume at scale
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. OpenAI's Nick Turley acknowledged that "having an unlimited plan is like having an unlimited electricity plan. It just doesn't make sense"2
.Adrien Laurent from IntuitionLabs warned that "it's also very possible that Anthropic is acquiring customers faster than it can scale capacity, and the unit economics simply don't work at the old prices"
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. He cautioned that Anthropic may lose interest in serving small organizations and individuals if enterprise spending grows large enough, potentially eliminating the flat-rate consumer plans "that got the whole ecosystem here"1
. The changes arrive as Anthropic approaches a rumored IPO, with demand for Claude AI services outpacing capacity and forcing adjustments to terms of service and rate limits1
.Summarized by
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