Luo Fuli, the lead of Xiaomi's MiMo large model, shared her insights on the X platform, noting that Anthropic has announced adjustments to the usage terms for Claude Pro and Max subscribers. Specifically, subscribers are now prohibited from using their subscription quotas with third-party agent frameworks such as OpenClaw and are required to switch to a usage-based API billing model. Anthropic explained that the subscription model was initially designed with typical individual usage patterns in mind. However, the intensity of use by third-party automated agent tools has far surpassed expectations, imposing significant cost pressures on the company.

Luo Fuli pointed out that Anthropic's subscription model was already operating at a loss, and the integration of third-party frameworks only worsened these losses. While restricting subscription access for agent users may cause short-term inconvenience, she argued that, in the long run, it will drive advancements in engineering technology. She also cautioned large model companies against engaging in blind price wars and introduced Xiaomi's MiMo Token Plan as a more sustainable approach.

The developer community reacted strongly, with discussions shifting focus to structural changes in AI economics, particularly the issue of computational inefficiency. The market elimination phase has already begun, but the final outcome remains uncertain. Luo Fuli's post is widely regarded as an important signal of technological evolution, addressing the core pain point in current AI software engineering: the need to transition from "inefficient computational burning" to "refined engineering architectures."