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Anthropic 'Code w/ Claude 2026' Developer Event and Same-Day Announcements · history

Version 19

2026-06-07 08:26 UTC · 291 items

What

On May 6, 2026, Anthropic held 'Code w/ Claude 2026' in San Francisco, announcing a compute deal with xAI covering the Colossus 1 data center (300+ MW, 220,000+ GPUs) and doubled Claude Code rate limits.[2] The enterprise cost story now has two confirmed threads: Uber burned its entire 2026 AI tooling budget by April with 5,000 engineers on Claude Code,[10] and The Verge is reporting Microsoft is canceling Claude Code licenses — a story that previously circulated only through unconfirmed secondary sources.[12] Anthropic separately disclosed that Claude authors more than 80% of code merged into its own production systems,[16][17] and Boris Cherny (Head of Claude Code) stated he no longer prompts Claude manually but writes autonomous loops that do the prompting.[19][18]

Why it matters

The Verge's Microsoft cancellation report gives that story more credibility than the prior chain of secondary accounts, though Microsoft itself has still issued no statement. Anthropic's 80% self-coding disclosure is a direct productivity counter-argument to the enterprise cost narrative — but its per-token pricing model is simultaneously burning budgets at two large enterprises, a contradiction neither side has resolved.

Open questions

  • Is the Microsoft cancellation division-level or company-wide, and which tool replaces Claude Code? Secondary accounts name either Copilot CLI[13] or GitHub Copilot[14], and The Verge has now reported the cancellations,[12] but no primary Microsoft statement confirms scope or replacement.

  • Does Anthropic's claim that Claude authors 80%+ of its own production code[16][17] reflect the same per-token cost dynamics that exhausted Uber's budget,[10] or does internal use operate under different pricing?

  • Does Boris Cherny's autonomous-loop workflow framing[19][20] represent Claude Code's intended product direction, or is it a leading-edge practitioner claim ahead of what most enterprise users are doing?

  • When xAI completes Colossus 2 and no longer needs to lease Colossus 1, does Anthropic's compute access change materially?[5]

Narrative

On May 6, 2026, Anthropic held its 'Code w/ Claude 2026' developer conference in San Francisco, live-blogged by Simon Willison.[1] The same day, Anthropic announced a compute agreement covering the full Colossus 1 data center — over 300 megawatts and more than 220,000 NVIDIA GPUs — with xAI, and doubled Claude Code's rate limits for Pro, Max, Team, and Enterprise plans.[2] xAI published its own announcement confirming the partnership,[3] The Verge reported the annual cost at $15 billion,[4] and Tom's Hardware noted that Colossus 1's mixed GPU architecture was too inefficient to train Grok, making it available for Anthropic's inference workloads while xAI builds a Blackwell-only Colossus 2.[5] Multiple outlets — Axios, the Wall Street Journal, and Wired — misattributed the deal to 'SpaceX' rather than xAI, an error that propagated without self-correction.[6][7] The conference expanded internationally with a London keynote[8] and a Tokyo event confirmed for June 10.[9]

The enterprise dimension has two threads. The Information and Forbes confirm that Uber's CTO disclosed the company burned its entire 2026 AI tooling budget by April with 5,000 engineers on Claude Code.[10][11] That story has amplified broadly across social platforms, with commentary framing per-token AI tooling as unsustainable at enterprise scale. The Microsoft side of the story has now been reported by The Verge, which states Microsoft is canceling Claude Code licenses.[12] Secondary accounts that preceded The Verge's coverage named either Copilot CLI[13] or GitHub Copilot[14] as the designated replacement, and Zeniteq attributed the cancellation specifically to token billing breaking Microsoft's cost model.[15] None of these accounts, nor The Verge's report, cites a primary Microsoft statement confirming the cancellation's scope, deadline, or which tool replaces Claude Code.

At the product level, Anthropic disclosed in a June 4-5 report that Claude now authors more than 80% of code merged into its own production systems.[16][17] Boris Cherny, Head of Claude Code, said at the San Francisco conference that roughly six months ago Claude took over writing all the code he previously wrote by hand,[18] and subsequently stated he no longer prompts Claude manually but instead writes autonomous loops that do the prompting — predicting this workflow pattern will spread industry-wide by end of 2026.[19][20] Claude Code 2.1.139, shipped in mid-May, added Agent View, Background Sessions, and an autonomous /goal command,[21][22] but introduced a regression where interactive sessions are misclassified as background jobs.[23] The announced rate-limit doubling also drew skepticism: a GitHub issue documents Max 20x users not receiving the promised increase,[24] and Anthropic's services went down on June 6, affecting claude.ai, Claude Code, and Cowork.[25]

Timeline

  • 2026-05-06: Anthropic holds 'Code w/ Claude 2026' in San Francisco; Simon Willison live-blogs keynote [1][35]
  • 2026-05-06: Anthropic announces Colossus 1 compute deal (300+ MW, 220,000+ GPUs) with xAI and doubled Claude Code rate limits; xAI publishes its own official announcement [2][3]
  • 2026-05-07: Axios and WSJ misattribute the compute deal to 'SpaceX'; The Verge confirms $15B annual cost [6][7][4]
  • 2026-05-13: Claude Code 2.1.139 ships Agent View, Background Sessions, and autonomous /goal command [21][22]
  • 2026-05-14: GitHub issue filed: interactive sessions misclassified as background jobs post-2.1.139, causing guards to fire on foreground user work [23]
  • 2026-05-17: Forbes publishes 'Uber Burns Its 2026 AI Budget In Four Months On Claude Code'; The Information's Uber CTO disclosure cited as primary source [11][10]
  • 2026-05-19: Code with Claude London 2026 event held; opening keynote published to YouTube [8]
  • 2026-05-25: Twitter claim alleges Microsoft is canceling Claude Code licenses in its E+D division by June 30 [30]
  • 2026-05-26: Tom's Hardware reports Colossus 1's mixed GPU architecture couldn't train Grok, explaining its availability for Anthropic inference while xAI builds Blackwell-only Colossus 2 [5]
  • 2026-05-28: Microsoft cancellation story amplifies to Hacker News, Medium, and Reddit; Windows Forum names Copilot CLI as designated replacement [31][36][37][13]
  • 2026-06-02: Uber budget story amplifies across YouTube, LinkedIn, Medium, Facebook, and Reddit [28][29][34][38][39][40]
  • 2026-06-04: Zeniteq attributes Microsoft cancellation to token billing breaking the budget; LinkedIn piece names GitHub Copilot as the replacement tool [15][14]
  • 2026-06-04: Anthropic publishes report disclosing Claude authors more than 80% of code merged into its own production systems [16][17]
  • 2026-06-06: Boris Cherny says he no longer manually prompts Claude but writes autonomous loops, predicting this workflow will spread industry-wide by end of 2026 [19][18][20]
  • 2026-06-06: Anthropic services go down, affecting claude.ai, Claude Code, and Cowork [25]
  • 2026-06-07: The Verge reports Microsoft is canceling Claude Code licenses, making it the first mainstream tech outlet to cover a story previously confined to secondary sources [12]
  • 2026-06-10: Code with Claude 2026 Tokyo event scheduled [9]

Perspectives

Anthropic

Promotes the Colossus 1 deal and rate-limit doubling as developer-first moves; disclosed Claude authors 80%+ of its own production code; Cherny's autonomous-loop framing positions Claude Code as a foundational change in how developers work.

Evolution: Added a self-referential productivity metric and Cherny's testimony as a public argument for the tool's value, appearing at the same moment enterprise cost complaints are amplifying.

[2][21][8][9][16][17][18][19][20]

xAI / Elon Musk

xAI confirmed the Colossus 1 partnership officially; Musk reportedly described Claude as 'good for humanity,' directly reversing his prior public hostility toward Anthropic.

Evolution: Evolved: Musk's reported personal endorsement contradicts his prior hostile public stance; Tom's Hardware reporting adds that Colossus 1 was available partly because its mixed architecture couldn't support Grok training, suggesting mutual convenience alongside the partnership.

[3][26][27][5]

The Verge / Forbes / Tom's Hardware

The Verge confirmed the Colossus 1 deal at $15B annually and has now reported Microsoft canceling Claude Code licenses; Forbes reported Uber's budget exhaustion; Tom's Hardware explained Colossus 1's GPU architecture limitations.

Evolution: The Verge's Microsoft cancellation report is the first mainstream tech outlet to cover a story previously confined to secondary sources, giving it materially more weight.

[12][4][11][5]

Axios / WSJ / Wired

Continue attributing the compute deal to 'SpaceX' rather than xAI — an error unaddressed across multiple press cycles.

Evolution: Consistent: naming error uncorrected.

[6][7]

The Information

Primary-source reporting on Uber CTO's disclosure that the company burned its entire 2026 AI tooling budget by April with 5,000 engineers on Claude Code — framed as a cautionary signal about how Claude Code can 'blow up AI budgets.'

Evolution: Consistent primary source; story continues amplifying across social platforms with no material additions to the underlying facts.

[10][28][29]

Enterprise customers (Microsoft / Uber)

Uber's budget exhaustion is confirmed by The Information and Forbes. Microsoft's license cancellations are now reported by The Verge, though no primary Microsoft statement confirms scope, the June 30 deadline, or which tool replaces Claude Code.

Evolution: The Verge's coverage upgrades the Microsoft story's credibility without resolving the replacement-tool discrepancy (Copilot CLI vs. GitHub Copilot) or producing an official Microsoft statement.

[30][10][11][31][13][15][14][12]

Developer community (HN / practitioners / social media)

Broadly engaged with Claude Code productivity gains but tracking persistent friction: Max 20x rate-limit doublings not materializing, Agent View foreground/background misclassification, and a June 6 service outage. Uber and Microsoft stories drive 'AI tooling is too expensive at enterprise scale' framing.

Evolution: Anthropic's 80% self-coding disclosure and Cherny's autonomous-loop framing are circulating as productivity counter-evidence to the cost narrative.

[24][32][23][33][31][34][25][16][19]

Tensions

  • Anthropic claims Claude authors 80%+ of its own production code as a productivity argument for the tool; Uber's confirmed budget exhaustion and the reported Microsoft cancellations point to enterprise cost structures that cannot absorb the same per-token pricing. [16][17][10][12]
  • The Verge now reports Microsoft is canceling Claude Code licenses, but secondary accounts name either Copilot CLI or GitHub Copilot as the replacement — a discrepancy The Verge's report does not resolve, and no primary Microsoft source confirms either. [12][13][14]
  • xAI's own official announcement and accurate outlets identify xAI as the compute deal counterparty, while Axios, WSJ, and Wired continue calling the partner 'SpaceX' — an error unaddressed across multiple press cycles. [3][6][7]
  • Anthropic announced doubled rate limits on May 6 as a direct benefit of the compute deal, but a GitHub issue documents Max 20x users not receiving the doubling, and a Reddit thread alleges limits were silently reduced rather than increased. [2][24][32]
  • Tom's Hardware reports Colossus 1 was unavailable for Grok training due to mixed GPU architecture — suggesting Anthropic is absorbing compute xAI couldn't use — while Anthropic's public framing presents the deal as a proactive infrastructure investment. [5][2]

Sources

  1. [1] Live blog: Code w/ Claude 2026 — Simon Willison (2026-05-06)
  2. [2] Higher usage limits for Claude and a compute deal with SpaceX — Anthropic News (2026-05-06)
  3. [3] New Compute Partnership with Anthropic - xAI — reactive:spacex-s1-anthropic-compute
  4. [4] Anthropic is paying $15 billion a year for access to Elon Musk's data ... — reactive:anthropic-code-with-claude-2026
  5. [5] Musk's Colossus 1 AI supercomputer's inefficient mixed-architecture design couldn't be used to train Grok, so Anthropic's using it for inference instead — Musk readies unified Blackwell-only Colossus 2 for frontier training and potential IPO — reactive:anthropic-code-with-claude-2026
  6. [6] Anthropic Inks Deal to Use All of SpaceX's Colossus 1 Compute ... — reactive:spacex-s1-anthropic-compute
  7. [7] Anthropic is paying SpaceX $15 billion per year - Axios — reactive:spacex-s1-anthropic-compute
  8. [8] Code with Claude London 2026: Opening Keynote - YouTube — reactive:anthropic-code-with-claude-2026
  9. [9] 【速報】Anthropic「Code with Claude 2026」6/10東京開催決定 — reactive:anthropic-code-with-claude-2026 (2026-06-02)
  10. [10] Uber CTO Shows How Claude Code Can Blow Up AI Budgets — reactive:anthropic-code-with-claude-2026
  11. [11] Uber Burns Its 2026 AI Budget In Four Months On Claude Code — reactive:anthropic-code-with-claude-2026
  12. [12] Microsoft starts canceling Claude Code licenses — reactive:anthropic-enterprise-losses
  13. [13] Microsoft Tightens Claude Code Access, Pushes Teams to Copilot CLI by June 30 | Windows Forum — reactive:anthropic-code-with-claude-2026
  14. [14] Microsoft Cancels Claude Code Licenses, Shifts Engineers to GitHub Copilot — reactive:anthropic-code-with-claude-2026
  15. [15] Microsoft Killed Its Claude Code Licenses Because Token Billing ... — reactive:anthropic-code-with-claude-2026
  16. [16] Anthropic published a report on June 4 to 5, 2026 disclosing that Claude authored more than 80% of the code merged into ... — reactive:anthropic-code-with-claude-2026 (2026-06-06)
  17. [17] Anthropic published the number. Claude now writes 80%+ of all code merged into Anthropic's production systems. — reactive:anthropic-code-with-claude-2026 (2026-06-04)
  18. [18] Head of Claude Code Boris Cherny at Anthropic's annual developer conference in San Francisco on how his life changed in … — Rohan Paul Twitter (2026-06-06)
  19. [19] "I don't prompt Claude anymore. I have loops running that prompt Claude and figuring out what to do. My job is to write … — Rohan Paul Twitter (2026-06-06)
  20. [20] AI works better when you give tools and freedom instead of forcing them into rigid, hand-designed workflows—because gene… — Rohan Paul Twitter (2026-06-06)
  21. [21] Thoughts on Claude Code 2.1.139 Agent View and Background Sessions — reactive:anthropic-code-with-claude-2026 (2026-05-13)
  22. [22] Claude Code 2.1: Anthropic Unveils Agent View and Autonomous /goal Command | explainx.ai Blog | explainx.ai — reactive:anthropic-code-with-claude-2026
  23. [23] Interactive `claude` sessions are classified as background jobs post-2.1.139, causing bg-only guards to fire on user-foreground work · Issue #59848 · anthropics/claude-code · GitHub — reactive:anthropic-code-with-claude-2026
  24. [24] Max 20x plan hitting daily limit with reduced usage - GitHub — reactive:anthropic-code-with-claude-2026
  25. [25] 🔻Anthropic's Claude Services Down — claude[.]ai, Claude Code, and Cowork Affected — reactive:anthropic-code-with-claude-2026 (2026-06-06)
  26. [26] Elon Musk gives Anthropic full access to Colossus 1 Supercomputer, says Claude is good for humanity — reactive:anthropic-code-with-claude-2026
  27. [27] After Elon Musk tweeted that “Anthropic hates Western Civilization ... — reactive:anthropic-code-with-claude-2026
  28. [28] Uber's CTO Just Blew His Entire Claude Code 2026 Budget - But He’s Still Hiring Engineers. — reactive:anthropic-code-with-claude-2026
  29. [29] Uber's AI Budget Exhausted in 2026 | Pareekh Jain posted on the topic — reactive:anthropic-code-with-claude-2026
  30. [30] @Crypto_Jargon Microsoft is canceling most Claude Code licenses in its Experiences + Devices division by June 30 and mov... — reactive:anthropic-code-with-claude-2026 (2026-05-25)
  31. [31] Microsoft starts canceling Claude Code licenses - Hacker News — reactive:anthropic-enterprise-losses
  32. [32] Claude Code Limits Were Silently Reduced and It's MUCH Worse — reactive:anthropic-code-with-claude-2026
  33. [33] Uber torches 2026 AI budget on Claude Code in four months — reactive:anthropic-code-with-claude-2026
  34. [34] AI Is Too Expensive To Replace Us | Product Notes - Medium — reactive:anthropic-code-with-claude-2026
  35. [35] Live blog: Code with Claude 2026 — reactive:anthropic-code-with-claude-2026 (2026-05-06)
  36. [36] Microsoft Bans Claude Code for Thousands of Engineers (Right ... — reactive:anthropic-code-with-claude-2026
  37. [37] Microsoft canceled its internal Claude Code licenses this week after ... — reactive:anthropic-code-with-claude-2026
  38. [38] Uber's CTO says it has already used its 2026 AI budget due to ... — reactive:anthropic-code-with-claude-2026
  39. [39] Uber has already burned through its entire 2026 AI budget just four ... — reactive:anthropic-code-with-claude-2026
  40. [40] Uber burned its entire 2026 AI coding budget in 4 months - Reddit — reactive:anthropic-code-with-claude-2026