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日刊 /2026-07-13 / Anthropic 的信任危机:封闭生态、涨价与工程师的觉醒

Anthropic 的信任危机:封闭生态、涨价与工程师的觉醒

原文 raheeljunaid.com 收录 2026-07-13 06:00 阅读 11 min
AI 解读

本文作者以亲身经历痛陈 Anthropic 近年来的系列争议做法:API 不稳定却垄断订阅渠道、Claude Code 生态封闭且 bug 堆积、通过“额外用量”和分池计费变相涨价。作者指出,这些做法并非为改善产品,而是为下一轮模型训练筹集资金。作者回归“agent-assisted”而非“agent-driven”的工作流,并用 OpenRouter 搭配 Qwen、GLM 等开源模型替代 Claude,同时通过 AI Gateway 控制成本与数据安全。适合受困于单一 AI 平台、寻求更开放替代方案的一线工程师。

原文 11 分钟
原文 raheeljunaid.com ↗
§ 1

Edit: This was a hit on HackerNews and I received a ton of valuable feedback. I’ve put markers for the amendments I’ve made

Recently, I had the rare opportunity to test several agent harnesses, LLMs, and AI gateways in my daily tasks and greenfield projects. Each discovery befuddled me on the popular sentiment for agentic development.

I learned that in the past two weeks, Anthropic has diminished in value for coding with their enshittification, vendor lock in, consumer malpractice, and price gouging, all while open source models are more competitive than ever.

编辑注:本文登上了 HackerNews 首页,收到了大量有价值的反馈。我已标记所有修改之处。

最近,我有幸在日常工作和新项目中测试了多个 Agent 开发框架、大语言模型和 AI 网关。每项发现都让我对当前 Agentic 开发的主流舆论感到困惑。

我意识到,过去两周里,Anthropic 在编码方面的价值因平台劣化、供应商锁定、消费者不当行为和价格欺诈而大打折扣——而与此同时,开源模型的竞争力比以往任何时候都强。

§ 2

API Reliability

Claude’s API is notoriously unstable, yet it’s the only API provider that is compatible with a Claude subscription.

Claude Sttaus Page of May 2026

Edit: When I began writing this article, it was mid May which is why the screenshot is out of date. As of July, Claude's reliability has increased somewhat

Other API providers like Vertex AI, AWS Bedrock, and Azure only serve the pricier Anthropic API credits. If you want to subscribe to Claude, you’re stuck with Anthropic’s servers.

If you’re debugging an incident at work and are using Claude to help, pray that it stays up because you’re only productive when Claude is online.

API 可靠性

Claude 的 API 出了名的不稳定,但它却是唯一与 Claude 订阅兼容的 API 提供商。

Claude 2026年5月状态页面

编辑注:这篇文章开始写于5月中旬,所以截图有些过时。截至7月,Claude 的稳定性有所改善。

其他 API 提供商如 Vertex AI、AWS Bedrock 和 Azure 只提供更昂贵的 Anthropic API 点数。如果你想订阅 Claude,就被困在 Anthropic 的服务器上。

如果你在工作时排查事故并用 Claude 帮忙,请祈祷它保持在线——因为只有当 Claude 在线时你才有效率。

§ 3

Claude Code

Claude Code is Anthropic’s primary consumer-facing engineering interface, and once you’re in, you’re locked in. Your Claude subscription—which is a cheaper version of the Anthropic API—is restricted to use with the Claude Code CLI/Desktop, Claude CoWork, or @Claude in Slack.

Edit: You can also use the Agent SDK

But that isn’t a bad thing! In fact, Claude Code is the most popular and the best agent harness. It’s backed by a large company at the forefront of agentic software development. As of writing, Claude Code CLI only has around 9100 open Github issues, with small unresolved issues like it completely freezing for the last 6+ months or a screen flickering issue open for more than a year. Each changelog entry has a bug fix in almost every release, which is a sign of reliable and stable software!

For those who don’t get it, Anthropic is using Claude Code to write itself, and it shows in its quality. Because they restrict you to their ecosystem, it justifies falling behind better coding harnesses.

Claude Code

Claude Code 是 Anthropic 面向工程用户的主要界面,一旦进入就被锁定。你的 Claude 订阅(即 Anthropic API 的廉价版)只能用于 Claude Code CLI/桌面版、Claude CoWork 或 Slack 中的 @Claude。

编辑注:你也可以使用 Agent SDK。

但这未必是坏事!事实上,Claude Code 是最流行、最好的 Agent 开发框架之一。它由一家处于 Agentic 软件开发前沿的大公司支持。截至目前,Claude Code CLI 只有约 9100 个未解决的 GitHub issue,其中包括像“完全冻结超过6个月”或“屏幕闪烁超过一年”的小问题。几乎每个版本的变更日志都包含一个 bug 修复——这是可靠稳定软件的标志!

对不明白的人来说:Anthropic 正在用 Claude Code 来写自己,其质量也反映了这一点。因为他们将你限制在自己的生态系统中,所以有理由落后于更好的开发框架。

§ 4

For reference, here is what the Claude Code CLI looks like:

Claude Code CLI in 2026

And here is what the OpenCode CLI looks like:

Screenshot of my OpenCode CLI

I would take OpenCode’s interface any day over Anthropic’s, but I am prohibited from applying my Claude subscription to OpenCode.

There are FOSS projects to circumvent Anthropic’s policies, which allow you to use your Claude subscription instead of an expensive Anthropic API Key. A notable example is the Pi Coding Agent, which comes with built-in support for Claude OAuth.

However, you’ll notice this message at the bottom when you attempt to authenticate with your Claude account:

Warning: Anthropic subscription auth is active. Third-party harness usage draws from extra usage and is billed per token, not your Claude plan limits.

Manage extra usage at https://claude.ai/settings/usage.

“Extra usage” is Anthropic’s answer to their plan limits. When you exceed your five hour session or weekly limit, you’re billed through the Anthropic API. This requires consent by the user on their plan and is good for those with long-running AI sessions. When I authenticate with Claude in Pi Coding Agent, it bills from Extra Usage, meaning my subscription doesn’t save me any money. Fine.

作为参考,以下是 Claude Code CLI 的界面:

2026年的Claude Code CLI

以下是 OpenCode CLI 的界面:

我的OpenCode CLI截图

我随时会选择 OpenCode 的界面,但我无法将我的 Claude 订阅用于 OpenCode。

有一些开源项目可以绕过 Anthropic 的政策,让你使用 Claude 订阅而非昂贵的 Anthropic API 密钥。一个显著例子是 Pi Coding Agent,它内置了 Claude OAuth 支持。

然而,当你尝试用 Claude 账户认证时,会看到底部这条消息:

警告:Anthropic 订阅认证已激活。第三方框架的使用将消耗额外用量,按 token 计费,而非你的 Claude 套餐限制。

https://claude.ai/settings/usage 管理额外用量。

“额外用量”是 Anthropic 对套餐限制的解决方案。当你超过5小时会话或每周限制后,费用通过 Anthropic API 收取。这需要用户在套餐中同意,对长时间运行 AI 会话的用户有好处。当我在 Pi Coding Agent 中认证 Claude 时,它从额外用量中计费,意味着我的订阅并没有省钱。好吧。

§ 5

It’s a completely different thing when I’m using the tool they force me to use, and they still retract extra usage before I reach my rate limit.

Here is a confusing announcement from Claude’s Twitter account on May 13th. 2026:

Tweet from ClaudeDevs showing claude -p usage being more expensive

For the confused, here is the no bullshit summary from Zed’s blog:

Starting June 15, Anthropic is splitting Claude subscription billing into two pools: one for using Claude through Anthropic's first-party tools (such as chat, or the official Claude Code CLI), and another for third-party agent and SDK usage (anything running through ACP, claude -p, or other third-party tools). If you use Claude Code through ACP (in Zed or anywhere else), that usage will no longer draw from your Claude Pro or Max subscription limits. Instead, it draws from a new monthly "Agent SDK credit" that Anthropic is adding to each plan: $20 for Pro, $100 for Max 5x, $200 for Max 20x.

Once the credit runs out, continued usage bills at standard API rates if you have extra usage enabled. If you don't, requests stop until your credit resets next billing cycle.

What this means in practice: For anyone using agents heavily, this is a major cost increase. Claude subscriptions previously subsidized agent usage at roughly 15-30x compared to API pricing, and the new credits are billed at full API rates.

Side note: claude -p is a first party tool offered with the claude cli. If I wanted to use the Claude Code CLI and invoke it in my automations, I have to pay more outside of my subscription. So the extra usage ISN’T extra at all! Users didn’t discover this by having their claude -p invocations stop working, but by looking at their billing page and seeing the charges!

Edit: It looks like they rolled this back from consumer backlash

Recommended viewing: Louis Rossman has made a few videos on Anthropic’s predatory pricing changes.

但当我使用他们强迫我用的工具时,他们仍然在我达到速率限制之前就扣取额外用量——这就完全是另一回事了。

以下是2026年5月13日 Claude Twitter 账号发布的一条令人困惑的公告:

ClaudeDevs 的推文显示 claude -p 使用更贵

对于困惑的人,以下是 Zed 博客毫不废话的总结:

从6月15日开始,Anthropic 将 Claude 订阅计费分为两个池:一个用于通过 Anthropic 第一方工具(如聊天或官方 Claude Code CLI)使用 Claude,另一个用于第三方 Agent 和 SDK 使用(通过 ACP、claude -p 或其他第三方工具运行的一切)。如果你通过 ACP(在 Zed 或任何其他地方)使用 Claude Code,该使用不再从你的 Claude Pro 或 Max 订阅限制中扣除,而是从 Anthropic 新增的每月“Agent SDK 点数”中扣除:Pro 为20美元,Max 5x 为100美元,Max 20x 为200美元。

一旦点数用尽,如果你启用了额外用量,将继续按标准 API 费率计费。如果没有,请求将停止,直到下个计费周期点数重置。

这在实践中意味着:对于重度使用 Agent 的用户来说,这是一次重大成本增加。Claude 订阅之前补贴 Agent 使用的价格大约是 API 定价的15-30倍,而新点数按全额 API 费率计费。

旁注:claude -p 是 Claude CLI 提供的第一方工具。如果我想使用 Claude Code CLI 并在自动化中调用它,我必须额外付费。所以“额外用量”根本不“额外”!用户不是通过 claude -p 调用停止工作才发现这一点,而是查看账单页面看到扣费时才发现的!

编辑注:看起来由于消费者反弹,他们撤销了这一决定。

推荐观看:Louis Rossman 制作了多个视频讨论 Anthropic 的掠夺性定价变化。

§ 6

This isn’t the first time Anthropic has decimated their goodwill. They also charged extra usage when they “thought” you might be using a third-party tool, even if you weren’t. They did this by detecting if a file with a certain name was present in your session directory.

Anthropic then restricted their API contracts, and proxy tools that aim to restore compatibility for Claude subscriptions with third-party harnesses started charging extra usage overnight, with no change to their own query mechanisms.

Dario needs capital, not because inference is expensive, but because model training is. Once you stop training models, you lose the race to AGI. All this self-flagellation wasn’t even for the product, it was for training the next one! That’s like if majority of your college tuition went to the head coach of the football team (which it usually does).

To put it bluntly, they have us by the balls.

这并非 Anthropic 第一次消耗自己的口碑。当他们“认为”你可能在使用第三方工具时,即使你没有使用,也会收取额外用量。他们通过检测会话目录中是否存在特定名称的文件来实现这一点。

Anthropic 随后限制了 API 合同,那些旨在恢复 Claude 订阅与第三方框架兼容性的代理工具,一夜之间开始收取额外用量——而查询机制没有任何变化。

Dario 需要资金,不是因为推理成本高,而是因为模型训练成本高。一旦停止训练模型,就会在 AGI 竞赛中落后。所有这些自虐行为甚至不是为了产品本身,而是为了训练下一代模型!这就像你的大学学费大部分都花在了橄榄球队主教练身上(通常确实如此)。

直白地说,他们抓住了我们的要害。

§ 7

Vibe Coding

But why do they have us by the balls? Dario and Boris have us convinced that “coding is solved” with their loops. But microwaves didn’t solve cooking.

The flood of AI hype through LinkedIn—preaching from executives with lots of money and power to “automate away” engineers through vibecoding software—perpetuates the attitude that code and developers are dispensable and unimportant. It makes us focus on quantity—of what I would generously call “prototypes”—over quality.

These leaders need advanced models so they can vibecode with less friction, and Anthropic serves those models for a “cheap” $200 USD per month. (This subsidized price will increase once profitability becomes a priority again.) So Claude is good for those who can’t or don’t code, and the more vibecoders, the more market share Anthropic gets, and the more people they have by the balls.

I leaned into vibecoding during the brief “tokenmaxxing” era, but when Claude went down, I went down. My “agent-driven development” led to skill degradation and a drift in understanding of my own code.

To regain my sanity, I returned to what AI coding used to be with Github Copilot: autocomplete. That’s all an LLM is after you strip away the tool calls, subagents, MCP servers, etc. I understand most of what I want to do, and for any gaps, I ask AI to “autocomplete” my understanding/plan/code. That way, the AI can think/plan/code like me, making it easy to review changes. My workflow is now agent-assisted development, not agent-driven.

But are the alternatives besides GPT or Gemini?

Vibe Coding

但他们为什么能抓住我们的要害?Dario 和 Boris 让我们相信“编码已被解决”,用他们的循环。但微波炉并没有解决烹饪问题。

LinkedIn 上充斥着 AI 炒作——有钱有势的高管们宣扬通过 vibe coding 软件“自动化掉”工程师——这延续了代码和开发人员可被替代、不重要的态度。它让我们关注数量(我勉强称之为“原型”的数量)而非质量。

这些领导者需要高级模型才能更顺畅地 vibe code,而 Anthropic 以“便宜”的每月200美元提供这些模型。(一旦盈利再次成为优先事项,这个补贴价格就会上涨。)所以 Claude 适合那些不会编码或不愿编码的人;vibecoder 越多,Anthropic 市场份额越大,被他们抓住要害的人就越多。

在短暂的“tokenmaxxing”时代,我投入了 vibe coding,但当 Claude 宕机时,我也跟着宕机了。我的“Agent 驱动开发”导致了技能退化,对自己代码的理解也变得模糊。

为了找回理智,我回到了 AI 编码最初的样子:用 GitHub Copilot 做自动补全。剥离工具调用、子 Agent、MCP 服务器等之后,这就是 LLM 的全部。我理解自己想做的绝大部分事情,对任何缺口,我让 AI “自动补全”我的理解/计划/代码。这样 AI 能像我一样思考/规划/编码,便于审查变更。我的工作流现在是 Agent 辅助开发,而非 Agent 驱动。

但除了 GPT 或 Gemini 还有别的选择吗?

§ 8

Open Source Models

To be clear, I’m not anti-AI. I’m only against unethical companies with anti-consumer practices, and the perpetrators behind them.

If you want to autocomplete, like I do, you don’t need Fable, or even Opus; Sonnet works fine. But if you want to use FOSS trusted tools like Zed, OpenCode, Pi, Nanocoder, etc. unchained by a degrading and restrictive ecosystem, you’re looking for other models.

Ever since Ollama, open source models have ranked far below proprietary models released by Google, OpenAI, and Anthropic. This is due to them having less corporate backing and training parameters. Only recently have we seen competition from foreign models like Deepseek, GLM, Kimi, Qwen, Minimax, Xiaomi, Stepfun, etc.

Screenshot from OpenRouter comparison page

Coding comparison of Sonnet 5, GLM 5.2, and Qwen 3.7 Max on OpenRouter

I’ve used Qwen and GLM and both replaced Sonnet in my OpenCode workflow. With an AI Gateway like OpenRouter, Requesty, Portkey, or Vercel, I can choose any open source model, and it will route my request to the cheapest and most available backend API provider. I can also tweak the providers to optimize for zero data retention, omit sensitive data leaks from my prompts, and restrict more expensive models.

Cost comparison of GLM 5.2, Qwen 3.7 Max, and Sonnet 5 on OpenRouter

Some models are great for research, but horrible for documentation. Other models are great for coding, but horrible for research.

With the right harness, subagents, and models (chosen with experimentation), a developer has the tools they need to develop high quality software and not break the bank.

In my head, this is what we should be striving for: open, configurable, and repairable systems. We shouldn’t be using security as an excuse for restricting our models and ignoring customer protections.

开源模型

明确地说,我并非反 AI。我只反对那些采用反消费者做法的不道德公司及其背后的推动者。

如果你像我一样只想做自动补全,不需要 Fable 甚至 Opus;Sonnet 就够了。但如果你想使用像 Zed、OpenCode、Pi、Nanocoder 等受信任的自由开源工具,摆脱日益退化和受限的生态系统,你需要寻找其他模型。

自从 Ollama 出现以来,开源模型的排名远低于 Google、OpenAI 和 Anthropic 发布的专有模型,原因是它们缺乏企业支持和训练参数。直到最近,才看到来自 Deepseek、GLM、Kimi、Qwen、Minimax、小米、Stepfun 等外来模型的竞争。

OpenRouter 对比页面截图

Sonnet 5、GLM 5.2 和 Qwen 3.7 Max 在 OpenRouter 上的编码对比

我在 OpenCode 工作流中使用了 Qwen 和 GLM,两者都取代了 Sonnet。借助 OpenRouter、Requesty、Portkey 或 Vercel 等 AI 网关,我可以选择任何开源模型,它会将我的请求路由到最便宜且最可用的后端 API 提供商。我还可以调整提供商以优化零数据保留、从提示词中省略敏感数据泄露,并限制更昂贵的模型。

GLM 5.2、Qwen 3.7 Max 和 Sonnet 5 在 OpenRouter 上的成本对比

有些模型适合研究,但不适合写文档;另一些模型适合编码,但不适合研究。

通过合适的框架、子 Agent 和模型(通过实验选择),开发人员拥有开发高质量软件且不破产的工具。

在我看来,这才是我们应该追求的目标:开放、可配置和可修复的系统。我们不应该以安全为借口来限制模型和忽视用户保护。

§ 9

Conclusion

In my opinion (which may be in the minority), it’s unethical to:

lock in your customers to a closed system for maximum market gain

put down the competition when they pose a risk to your product

make hypocritical claims on how your product increases quality when your own software sucks

artificially restrict one’s own product as a fear-mongering marketing stunt

test dynamic pricing on your users to see how much more they’ll pay for less

change the terms of your product after the sale without notifying your user base

And this is just one of the three giant AI labs. I could write another piece on OpenAI.

Anthropic is trying to match the cutthroat and anti-consumer practices of big-tech because the line must go up. Like I did for big-tech, I’ll be taking my business elsewhere, and I encourage you to do the same.

结论

在我看来(可能是少数派观点),以下行为是不道德的:

  • 将客户锁定在封闭系统中以获取最大市场份额
  • 在竞争产品构成威胁时贬低对手
  • 在自家软件质量低劣的情况下虚伪地宣称产品能提高质量
  • 人为限制自家产品作为恐吓营销手段
  • 对用户测试动态定价,看他们愿意为更少的服务付多少钱
  • 在销售后更改产品条款而不通知用户群

而这只是三大 AI 实验室之一。我还可以再写一篇关于 OpenAI 的文章。

Anthropic 正在试图效仿大科技公司的无情反消费者做法,因为数字必须增长。就像我对大科技公司所做的那样,我会把业务转移到别处,并鼓励你也这样做。

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