… So if the users wanted its Claude AI to power their popular agents, they’d have to start paying handsomely for the privilege. “Our subscriptions weren’t built for the usage patterns of these third-party tools,” wrote Boris Cherny, head of Claude Code, on X. “We want to be intentional in managing ou… …
… In late 2025, an update to Anthropic’s Claude model turned its Claude Code tool from a code generator that was surprising if it worked to one that was surprising when it didn’t. …
… Let me ask you about the competition because you’re describing goals and when I talk to executives and they describe goals and what people really want, you often realize you’re talking about business software. …
… Oracle’s move to focus on AI means leaving behind the high-margin, low-growth, low-capital-expenditure database business that is Oracle’s bread and butter to jump to the low-margin, high-growth, high-capex neocloud business that Oracle has taken out $43 billion in debt to build in just fiscal 2026. …
… In that manual, they actually speculate about Claude’s welfare, about Claude’s own rights to prior versions of itself, and actually say that they would consult Claude before deleting or turning off prior versions. …
… Claude does not have that distribution. …
… But you can see, “Well, maybe actually I just need a subscription to Claude and I don’t need a subscription to some application that is powered by Claude because Claude can just do it for me.” If those companies aren’t engaged with you, how does this work? …
… And Claude wasn’t a thing, at least internally. Now Claude is really, really increasing at incredibly surprising rates internally. …
… You’ve created the incentives so that you’re not just rapaciously chasing growth at all ends. …