logo
Anthropic Cuts Windsurf's Claude Access Before OpenAI Acquisition

Anthropic Cuts Windsurf's Claude Access Before OpenAI Acquisition

Forbes05-06-2025

CHONGQING, CHINA - DECEMBER 29: In this photo illustration, a person holds a smartphone displaying ... More the logo of 'Claude,' an AI language model by Anthropic, with the company's logo visible in the background, illustrating the rapid development and adoption of generative AI technologies, on December 29, 2024 in Chongqing, China. Artificial Intelligence (AI) has become a cornerstone of China's strategic ambitions, with the government aiming to establish the country as a global leader in AI by 2030. (Photo illustration by)
Anthropic has abruptly terminated Windsurf's direct access to Claude 3.x models with less than five days' notice, according to an announcement from Windsurf CEO Varun Mohan on Tuesday. The decision comes as OpenAI reportedly moves to acquire the AI coding platform for $3 billion.
Mohan announced the restriction on X (formerly Twitter), stating that Anthropic "decided to cut off nearly all of our first-party capacity to all Claude 3.x models" despite Windsurf's willingness to pay for full capacity.
"We have been very clear to Anthropic that this is not our desire - we wanted to pay them for the full capacity," Mohan wrote. "We are disappointed by this decision and short notice."
The restriction has caused temporary availability issues for Windsurf users, though the company says Windsurf users can access Claude via bring-your-own-key.
Bloomberg reported on May 6 that OpenAI agreed to buy Windsurf for approximately $3 billion, marking what would be OpenAI's largest acquisition to date. The deal has not yet closed.
Industry observers suggest Anthropic's timing is strategic, aimed at preventing a competitor from accessing Claude's capabilities to enhance OpenAI's models. Other AI coding platforms maintain their Claude access, highlighting the targeted nature of the restriction.
To mitigate the impact from Anthropic's models, Windsurf has promoted alternative models including Gemini 2.5 Pro at a reduced 0.75x rate. The platform's GPT-4.1 and other model integrations remain unaffected.

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

Federal Transportation Minister Freeland 'dismayed' about choice of Chinese shipyard
Federal Transportation Minister Freeland 'dismayed' about choice of Chinese shipyard

Yahoo

time14 minutes ago

  • Yahoo

Federal Transportation Minister Freeland 'dismayed' about choice of Chinese shipyard

VICTORIA — Federal Transportation Minister Chrystia Freeland says she is "dismayed" that BC Ferries has contracted a Chinese state-owned shipyard to build four new vessels in the current geopolitical context that includes "unjustified" tariffs on Canada. Freeland says in a letter sent to provincial Transport Minister Mike Farnworth that she expects BC Ferries to inform her about all measures that it plans to take to "mitigate any security risks," including cybersecurity problems that might arise from the decision. BC Ferries announced earlier this month that it has contracted China Merchants Industry Weihai Shipyards to build four new major vessels following a five-year-long procurement process that did not include a Canadian bid. Freeland adds she is "surprised" that BC Ferries does not have a mandate for an "appropriate level" of Canadian content in the procurement given the value of the contract, although the dollar figure hasn't been made public. Farnworth says in a statement that the ministry is reviewing the letter, adding that he has spoken with Freeland about the need to bolster B.C.'s shipbuilding industry. BC Ferries says in a statement that the Chinese bid was "the strongest bid by a significant margin" and that security is a "top priority," adding that all sensitive systems will be sourced separately and independently certified before the vessels enter service. This report by The Canadian Press was first published June 20, 2025. Wolfgang Depner, The Canadian Press Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Here's Why Sony (SONY) Fell More Than Broader Market
Here's Why Sony (SONY) Fell More Than Broader Market

Yahoo

time21 minutes ago

  • Yahoo

Here's Why Sony (SONY) Fell More Than Broader Market

Sony (SONY) closed at $24.75 in the latest trading session, marking a -4.37% move from the prior day. This move lagged the S&P 500's daily loss of 0.22%. On the other hand, the Dow registered a gain of 0.08%, and the technology-centric Nasdaq decreased by 0.51%. The electronics and media company's shares have seen an increase of 2.17% over the last month, surpassing the Consumer Discretionary sector's loss of 0.1% and the S&P 500's gain of 0.45%. The investment community will be closely monitoring the performance of Sony in its forthcoming earnings report. On that day, Sony is projected to report earnings of $0.23 per share, which would represent a year-over-year decline of 4.17%. For the full year, the Zacks Consensus Estimates project earnings of $1.16 per share and a revenue of $79.87 billion, demonstrating changes of -5.69% and -6.09%, respectively, from the preceding year. It is also important to note the recent changes to analyst estimates for Sony. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 2.31% lower. Sony is currently a Zacks Rank #5 (Strong Sell). With respect to valuation, Sony is currently being traded at a Forward P/E ratio of 22.26. This signifies a discount in comparison to the average Forward P/E of 33.66 for its industry. Meanwhile, SONY's PEG ratio is currently 12.44. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. SONY's industry had an average PEG ratio of 12.44 as of yesterday's close. The Audio Video Production industry is part of the Consumer Discretionary sector. With its current Zacks Industry Rank of 193, this industry ranks in the bottom 22% of all industries, numbering over 250. The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Make sure to utilize to follow all of these stock-moving metrics, and more, in the coming trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Sony Corporation (SONY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research

Why India's Budding EV Sector Has Opened Its Doors To China
Why India's Budding EV Sector Has Opened Its Doors To China

Yahoo

time22 minutes ago

  • Yahoo

Why India's Budding EV Sector Has Opened Its Doors To China

For decades, China has driven the lion's share of oil demand growth thanks to its remarkable economic boom and large population. However, China is now losing its prominence in global oil markets due to a dramatic slowdown in its economy coupled with the country's ongoing electric vehicle revolution. Last year, nearly half of all new cars sold in China were electric vehicles, including both battery-electric and plug-in hybrid electric vehicles. Indeed, China's rapid adoption of EVs, as well as rapid growth of high-speed rail and natural gas trucks, is displacing traditional fossil fuel demand, with the International Energy Agency (IEA) predicting that China's oil demand will peak as early as 2027. Ironically, the country that is taking over China's mantle in world oil markets is also aspiring to follow in its EV footsteps: India. Unlike China, India's EV sector is still at its infancy, with electric vehicles accounting for just 2.5% of all cars sold in the country in 2024. However, India has big EV ambitions, with the Indian government having set a target for EVs to make up 30% of total passenger vehicle sales by 2030. To accomplish this, India's EV sector is forging close ties with Chinese EV manufacturers at a time when Washington has been keeping Chinese EV giants at bay. India is relying on Chinese EV tech to bridge the gap until the domestic sector is ready to compete on the global stage. Industry analysts note that without access to Chinese technologies—including batteries, drivetrain components, and EV software—India would likely face slower product rollouts, limited model variety, and higher costs during its growth phase. This marks a clear pivot from just a few years ago, when India restricted the operations of firms like BYD and banned popular Chinese apps such as TikTok and Shein after deadly clashes at the New Delhi appears to be taking a more calculated stance. In March, the government reduced tariffs on over 35 EV components, many of which are imported from China, making it easier for automakers to source critical parts. A few weeks later, India's Ministry of Heavy Industries unveiled a new EV policy slashing import duties on fully built EVs from 110% to 15%, provided manufacturers invest and set up local production. This dual-pronged approach aims to attract international players while building out domestic supply chains. Experts view these shifts as pragmatic. Leading Indian EV makers—such as Tata Motors, Ola Electric, and Mahindra & Mahindra—continue to depend on Chinese vendors for components like battery cells, power control units, and electric motors, even though assembly is carried out in India. 'The aim is to build a resilient domestic ecosystem, not to isolate it, unlike the more aggressive decoupling seen in the U.S. with China,' said Shubham Munde, senior analyst at intelligence firm Market Research Future. Yet this growing alignment between Indian and Chinese EV sectors is creating both opportunity and competition. MG Motor—a joint venture between India's JSW Group and China's state-owned automaker SAIC—has managed to double its market share over the past year, putting pressure on homegrown giants like Tata Motors. Its model, the MG Windsor, is now India's top-selling electric car, highlighting how joint ventures are gaining traction. At the same time, India's EV landscape remains deeply fragmented. According to Bernstein Research, just four legacy automakers dominate 80% of the electric mobility market, leaving over 150 EV startups struggling to establish a foothold in an increasingly competitive space. Government policy appears to be playing an outsized role in the EV trajectories of different countries. In its 2025 Electric Vehicles Outlook, Bloomberg New Energy Finance (BNEF) cut both its near-term and long-term passenger EV adoption outlook in the United States for the first time ever, citing key policy changes including rollback of national fuel-economy targets as well as the removal of supportive elements of the Inflation Reduction Act (IRA) by the Trump administration. In contrast, S&P Global Mobility has forecast strong growth for India's nascent EV sector, projecting that production of battery-electric passenger vehicles will increase by 140% year-over-year in 2025 to roughly 301,400 units. That would represent about 6% of the estimated 5.16 million passenger vehicles expected to be built in India that year. Still, the road to India's 2030 goal may be steep. According to S&P, India would need to boost EV adoption by approximately 380 basis points annually to reach 30% market share—nearly double the current growth rate of around 200 basis points per year since 2021. Compounding the challenge is the lack of a unified long-term roadmap and the pending expiration of several state-level EV incentive programs. By Alex Kimani for More Top Reads From this article on Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store