Last month, Anthropic announced a billing change that would have substantially increased costs for heavy users of its automation-focused Claude Agent SDK, including many third-party apps. On Monday, though, Anthropic abruptly announced it had paused those pricing changes just as they were set to take effect, allowing Agent SDK users to continue drawing from the more generous usage limits in their existing Claude subscriptions.

The plan, as announced on May 13, would have treated usage of the Claude Agent SDK (including via third-party apps and the programmatic "claude -p" command) separately from "standard" Claude usage via the chat interface or the official Claude CLI. At the time, Anthropic said that, as of June 15, that kind of outside SDK usage would be billed at Anthropic's prevailing API rates, with subscribers receiving a simple monthly usage credit equal to their subscription price.

That would have been a major change from the current setup, where Agent SDK use is limited only by the standard weekly caps applied to a user's current Claude subscription tier. Those generous limits allow power users to squeeze a lot more usage out of those paid subscriptions than they would get by paying the same price for API fees. One analysis suggests that Claude Opus users start saving money from their subscription after just two to three messages per day, and that their subscription could be worth many multiples of its monthly cost in API usage.

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As OpenAI files SEC paperwork ahead of an expected initial public stock offering, newly leaked financial documents show a company with quickly growing revenues that are currently being overwhelmed by even larger expenses.

The audited financial statements, obtained by independent journalist Ed Zitron, show OpenAI's reported revenue growing from $3.7 billion in 2024 to $13.07 billion in 2025. The Financial Times, which reviewed the same documents, writes that the company's monthly revenues had grown to nearly $2 billion by the end of 2025, suggesting that its ongoing revenue rates continued to grow throughout the year.

R&D expenses alone still easily outpace OpenAI's quickly growing revenues. Credit: Ars Technica

But the company's fast-growing revenues are still dwarfed by its even more significant expenses. OpenAI's total revenues in both of the last two years were outpaced by research and development alone, which grew from a $7.81 billion line item in 2024 to a massive $19.18 billion cost in 2025. Those numbers seem to reflect the significant costs OpenAI incurred in training new models and include $10.59 billion in R&D costs paid to Microsoft alone in 2025.

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