> stop bleeding on fixed cost subscription plans

What bleeding? Anthropic wants as much of that "bleeding" as possible. The interaction data gathered from genuine human CC subscription usage of their models goes directly into their RL training, it's invaluable and they are more than happy to lose money on the inference to get it. That data is what xAI was recently willing to pay $10b to cursor to get.

They want you to use Claude Code. They hate other UI surfaces like OpenCode etc purely because they lose control over that data, so they're subsidizing the inference without getting what they actually want, the data (they still get some of it of course, but it's much less ergonomic for them. Those tools often abstract away the subagent calls, for example). OpenCode can collect that data themselves, so by allowing subscription there, Anthropic sees itself as subsidizing another org getting that data. Hard no.

And tools like OpenClaw are useless because they're mechanical and don't represent actual users interacting with the service - again, subsidizing but not getting the reward.

It's all very simple once you understand their motivations.