A internal letter from Tony Wu, co-founder of xAI, has drawn widespread attention in the industry. The letter revealed that due to new policies implemented by Anthropic, xAI engineers' long-term reliance on the Claude model can no longer be used. This decision marks a more stringent restriction taken by Anthropic against major competitors, significantly impacting xAI's productivity.

It is understood that xAI engineers previously accessed the Claude model through the third-party tool Cursor. The sudden interruption of this model shocked many employees. Although this event was seen as a challenge, Tony Wu stated in the letter that it also presented an opportunity for xAI to accelerate the development of its own programming tools. He mentioned that AI technology is becoming a key factor in productivity, and xAI will increase its investment in developing its own programming models.

In contrast, OpenAI quickly partnered with OpenCode to enhance Codex's access capabilities and actively promoted its own intelligent agent coding tools. This change has shown that an open ecosystem may better serve enterprise customers. At the same time, some industry insiders have expressed concerns about Anthropic's strategy of blocking competitors, believing it could lead to Anthropic being marginalized in future market competition.

Notably, Anthropic had already made several policy adjustments to strengthen control over API calls. This includes strict restrictions on specific regional companies, demonstrating its determination to protect core technologies and market share. Analysts believe that these measures are not only a move to suppress competitors but also a way to reinforce Anthropic's technological moat.

Despite the challenges, xAI has not stopped moving forward. Tony Wu mentioned that the team is rapidly developing its own programming model and expects to announce new achievements to the public soon. As AI technology continues to develop and competition intensifies, changes in the industry are accelerating, and the programming tool market will become increasingly prominent.

Key Points:  

🔍 xAI was blocked due to its reliance on Anthropic's Claude model, affecting productivity.  

🚀 OpenAI quickly partnered with OpenCode to enhance Codex's access capabilities.  

📊 Anthropic implemented new policies to strengthen market control, demonstrating strategic intent to build a technological moat.