Anthropic squeezes enterprises by ejecting bundled tokens from seat deal

Anthropic is eliminating bundled-token seat deals for enterprise customers, moving them to metered pricing at contract renewal — a structural shift that turns a predictable line item into a variable cost. The change hits large organizations hardest, where seat-based contracts were often the basis for internal budgeting and cross-departmental AI cost allocation. CFOs renewing Claude enterprise agreements in the next cycle should model consumption patterns now, before a fixed budget becomes an open-ended one.