Good morning. Today’s theme is AI companies discovering that their users have memories. Anthropic is speedrunning a reputation crisis by quietly dropping Claude Code from its Pro plan, GitHub Copilot just pulled the rug on Opus access, and SpaceX is reportedly paying $10B for a call option on Cursor. Also: OpenAI ships a new image model, Bezos wants $10B for “Physical AI,” and the Amazon–Anthropic money loop keeps spinning.
Anthropic quietly removes Claude Code from the Pro plan. Eagle-eyed users noticed Claude Code vanishing from Anthropic’s $20/month Pro pricing page, setting off a predictable wave of cancellation threats from the developer crowd that makes up much of Anthropic’s paying base. The company’s Head of Growth claimed on X it’s just an A/B test affecting 2% of new signups, though HN commenters noted that doesn’t explain concurrent documentation changes. Over on r/LocalLLaMA, the reaction was less shock than “told you so,” with several users framing it as another reason to move to local models.
In a related mess, Anthropic’s policy on OpenClaw-style CLI usage keeps flip-flopping. OpenClaw’s docs now state that reusing Claude CLI credentials via claude -p is sanctioned again, after a period where Anthropic staff contradicted each other on Twitter about whether it was allowed. OpenClaw’s Peter posted on HN that they built around guidance from Claude Code’s Boris, only to get whiplashed by later statements. The broader complaint, as one commenter put it: there’s still no official written policy, just staff tweets correcting other staff tweets.
GitHub Copilot pulls its own rug on Opus access. GitHub restructured its individual plans, removing Opus 4.6/4.5 entirely and replacing them with Opus 4.7 at a 7.5x credit multiplier — up from 3x. New signups are suspended, and token-based pricing is reportedly coming for business and enterprise tiers next. The HN response is brutal, with users on prepaid annual subscriptions calling it a rug pull and questioning why anyone would buy AI access through a Microsoft middleman versus direct from Anthropic. One commenter’s observation cuts to the bone: “a handful of requests now incur costs that exceed the plan price” — the real cost of agentic coding is finally surfacing.
SpaceX pays $10B for the right to maybe buy Cursor for $60B. The unusual structure — essentially a call option with a $10B premium paid as a “fee for our work together” — gives xAI flexibility to acquire Cursor at the $60B strike or walk away if the valuation craters. The logic, per HN analysis, is that xAI has roughly 2GW of idle GPU capacity and Cursor has developer data plus a coding harness, so combining them might produce something competitive with Claude and Codex. The skeptics are louder: commenters called $60B for a VS Code fork “absolutely insane,” and many Cursor users are already shopping for replacements over Musk-ownership concerns.
Anthropic takes $5B from Amazon, pledges $100B back in AWS spend. The deal brings Amazon’s total Anthropic stake to $13B and commits Anthropic to 5GW of Trainium compute over a decade, mirroring Amazon’s recent OpenAI arrangement. It may also be a warmup for a new Anthropic round at an $800B+ valuation. HN commenters had the obvious question: if you’re spending $100B on compute, why not own the stack? The circular nature of the financing — Amazon invests $5B that comes back as $100B of cloud revenue — is drawing comparisons to the Nvidia–OpenAI deal, with one commenter quipping that Anthropic got “the same 5% cash back deal anyone with a Visa Prime card gets.”
OpenAI ships GPT Image 2 with web search and reasoning. The new model, branded ChatGPT Images 2.0, adds “thinking capabilities” that let it search the web and reason through image structure before generating, plus 2K resolution, up to eight coherent images per prompt, and much-improved non-Latin text rendering per The Verge. Pricing runs $0.006 to $0.211 per image depending on quality, roughly 2x Gemini’s Nano Banana. Both models hover around 70% on prompt-adherence benchmarks according to one HN commenter running a comparison site, though GPT Image 2 still face-plants on the usual hard cases like 3x3 cubes with 2x2 cubes removed.
Bezos is raising $10B for “Project Prometheus” at a $38B valuation. Bloomberg reports that JPMorgan and BlackRock are backing Bezos’s new AI lab, which is pitching “Physical AI” — systems that natively understand the laws of physics, presumably for robotics. The r/artificial thread is mostly people asking why the world’s second-richest man needs outside money, and whether anyone involved in naming the company read the myth to the end.
That’s a lot of pricing changes and option structures for one morning. If you’re on a Pro plan anywhere, maybe screenshot your current terms before coffee number two.