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David Ondrej
@DavidOndrej1
Founder of Vectal Now CEO of AgentZero @Agent0ai
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Apr 17
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7 tweets
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3 min read
Anthropic has been quietly rolling out a big change.
Businesses can no longer buy Claude subscriptions. API access only.
Enterprise got the call first. Here's what it means for your team 🧵
Why now? The math stopped working.
One dev tracked 10 billion tokens across 8 months on a $100/month Max plan. That's $15,000 in API-equivalent value for $800 paid.
Anthropic absorbed those losses to grow Claude Code. With an IPO reportedly on the way, the subsidy was never going to last.