Anthropic Doesn’t Want Your Subscription Anymore

Anthropic has updated Claude Code's usage policies to bar businesses from using subscription plans, pushing enterprises to API-based pricing. The author argues this was inevitable since flat-fee inference was always an unsustainable subsidy — one developer tracked $15,000 in API-equivalent usage on an $800 subscription. The shift will likely cause a period of shadow IT as developers use personal accounts for work, before companies migrate to usage-based API pricing. Once on API pricing, the logic of staying locked to a single model provider weakens, accelerating a move toward model-agnostic, multi-provider inference strategies. The post concludes with a pitch for Kilo, a model-agnostic AI platform built for this new reality.