'The End of Subsidised AI Coding Is Already Here' — Industry Pricing Shift Documented

Medium·medium signal

A May 2026 analysis documents the simultaneous end of flat-rate AI coding pricing across providers. Microsoft (Copilot to credits), Anthropic (Claude Enterprise to consumption), and others are revealing true unit economics. The thesis: the 'free lunch' era where heavy AI coding users were subsidized by light users is ending, with consumption-based models exposing actual costs per developer.