智东西（公众号：zhidxcom）
编译 | 李水青
编辑 | 心缘
智东西10月31日报道，今日，Anthropic宣布订阅套餐政策调整：将Max套餐从Max 5x更名为Max，将Max 20x更名为Ultra。Max套餐价格仍为每月100美元，Ultra套餐价格仍为每月200美元。
同时，Anthropic将取消已验证Ultra账户的5小时使用时长限制，此优惠从今天起适用于大多数现有订阅用户。新账户在验证完成前仍保留临时使用时长限制，限制解除后将收到电子邮件通知。
▲Anthropic在社交平台X发布公告
对不少开发者而言，这相当于解除了一道令人“头疼”的限制。此前即便购买Anthropic最高档套餐，依然设有每5小时重置的用量限额。不少开发者写代码、调试方案时，经常中途触发限制，工作被迫中断。
不过，每月17美元的Pro套餐和每月100美元的Max套餐，仍将保持5小时使用限制。
有海外网友在X上调侃：“Fable 5.5会迅速消耗掉你的5小时使用时间限制，唯一的解决办法就是购买200美元的套餐。”
▲X上的海外网友评论
OpenAI Codex和ChatGPT负责人Tibo也出现在Anthropic公告的评论区，评论说“最好宣布28天重置期”，竞争意味明显。
▲OpenAI Codex和ChatGPT负责人Tibo评论
Anthropic此次套餐调整，可视为竞争加剧下争夺和留住用户的最新举措。就在昨日，OpenAI宣布Codex和ChatGPT Work的Pro100、200、500以及Business Premium的订阅使用额度翻倍，向用户释放更多会员福利。AI厂商的白热化竞争从模型能力比拼烧到套餐权益和用户争夺。
当下也正值Anthropic冲刺IPO的前夕，但但信用评级和融资成本层面传出不利信号。此前10月26日，Anthropic向美国证券交易委员会（SEC）提交S-1注册文件，外媒报道其目标是在11月16日这一周上市。按S-1披露口径，Anthropic在2026年上半年营收达到162.86亿美元（约合人民币1085.98亿元），然而净亏损却高达807.48亿美元（约合人民币5384.44亿元）。
据英国《金融时报》今日报道，Anthropic预计在IPO后将获得信用机构的双B级评级，这是投机性“垃圾级”债券的最高级别。
该报道称，投资巨头黑石集团是Anthropic近期一项630亿美元融资交易的重要投资者，该交易旨在为Anthropic公司的芯片研发提供资金。此前黑石集团曾表示Anthropic将在2027年之前获得投资级评级，表明对贷款机构而言风险较低。
不过，黑石的判断只是预测。若最终评级停留在投机级高档，Anthropic为维持业务所需的大规模支出而筹资，将变得更困难、成本更高。过去12个月，该公司持续大手笔投入，签署大量算力大单，投资者对此尤为担忧。
本文由 AI宝库自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
Intellectual (WeChat Official Account:zhidxcom)
Compiled by Li Shuu-qing
Edition.
On October 31st, Brainie reported that, today, Anthropic announced a policy adjustment for subscription to the package: to change the Max package from Max 5x to Max and to Max 20x to Ultra. The Max package remains at $100 per month and the Ultra package at $200 per month.
At the same time, Anthropic will remove the five-hour time limit for the certified Ultra account, which will apply to most existing subscribers as of today. The new account retains a time limit on temporary use until authentication is completed and will receive an e-mail notification once the restriction is lifted.
Anthropic on social platform Xpublish
For many developers, this amounts to lifting a “headache” constraint. Previously, even if the highest set of Anthropic foods had been purchased, there had been a five-hour replacement limit. A number of developers often interrupt their work when they write codes and debug programmes.
However, the Pro set of $17 per month and the Max set of $100 per month will remain limited to five hours.
"Fable 5.5 will quickly consume your five-hour time limit. The only solution is to buy a $200 set."
A comment from an overseas netizens on X
Open AI Codex and Tibo, head of ChatGPT, also appeared in the comment section of the Anthropic bulletin, commenting that “it would be better to announce a 28-day replacement period” and that competition was clear.
Open AI Codex and Tibo, head of ChatGPT
Anthropic ' s package adjustment can be seen as the latest initiative to compete and retain users under increased competition. Just yesterday, Open AI announced that the subscriptions to Pro 100, 200, 500 and Business Premium of Codex and ChatGPT Work and quota had doubled, releasing more members to users. The white-hot competition of the AI manufacturer ranges from modeling capacity to bludgeoning to holstering rights and interests and users.
It was also on the eve of Anthropic sprinting IPO, but there were adverse signals at the credit rating and financing cost levels. Previously, on 26 October, Anthropic submitted a S-1 registration document to the United States Securities and Exchange Commission (SEC), with the goal of the media coverage to be listed during the week of 16 November. Anthropic received $16,286 million (approximately $108,598 million RMB) in the first half of 2026, but the net loss amounted to $80,748 million (approximately 53,844 million RMB).
According to the British Financial Times today, Anthropic expects to obtain double B rating from credit institutions after IPO, the highest level of speculative “spam” bonds.
According to the report, the Big Blackstone Group is an important investor in Anthropic ' s recent $63 billion financing deal, which aims to finance the development of the chips of Anthropic. Previously, Blackstone had indicated that Anthropic would receive an investment grade rating by 2027, indicating a lower risk to lending institutions.
However, the judgement of the black stone is only prediction. If the final rating remains at the highest level of speculation, Anthropic will become more difficult and more costly to raise for the large-scale expenses required to sustain the operation. Investors were particularly concerned about the company ' s continued heavy investment over the past 12 months, which resulted in a large number of outstanding bills.
Auto-fetched and translated by AI Gem Box. All rights belong to the original author.