Cutting Off OpenAI, Anthropic Acquires the Tool Provider Used by a Quarter of Global Developers

marsbitPublished on 2026-05-21Last updated on 2026-05-21

Abstract

Anthropic has acquired Stainless, a developer tool company that automatically generated official SDKs (Software Development Kits) for AI giants including OpenAI, Anthropic, Meta, and Cloudflare. The deal, reportedly valued at around $300 million, marks a strategic shift for Anthropic as it builds its "AI agent" infrastructure. Stainless acted as a "translator," converting complex API specifications into ready-to-use code libraries for developers. Its tools indirectly reached about a quarter of professional software developers globally. Following the acquisition, Stainless will shut down its public products and its team will join Anthropic to focus on internal platform development, notably for the Claude Platform. Existing SDKs remain with their respective client companies but will no longer receive updates from Stainless. This move is part of Anthropic's broader 18-month strategy to assemble a complete "agent stack." The stack consists of the Claude model at its core, the newly acquired Stainless for standardized API interfaces, and the Model Context Protocol (MCP), an open standard for connecting agents to external tools and data. This contrasts with OpenAI's focus on model generations and consumer-scale compute. Anthropic believes an agent's ultimate utility depends on its ability to connect to external systems. By internalizing the SDK layer and promoting MCP as a connection standard, Anthropic aims to lock in long-term ecosystem advantages and create path dependency, m...

You may not have heard of Stainless, but if you've used the official SDKs of Claude, OpenAI, or Cloudflare, you've likely indirectly used code it generated.

Beyond OpenAI and Anthropic, Stainless's client list includes Meta, Groq, Runway, Cerebras, and others, covering nearly all the top players in AI infrastructure.

It acts as a "translator" between large models and developers: converting obscure API specifications into ready-to-use code libraries for developers.

Now, Anthropic has acquired Stainless, with both companies announcing the completion of the acquisition.

The Stainless founding team will join Anthropic, and Stainless will begin sunsetting its managed products, including the SDK generator.

This is not a simple tool company acquisition.

In its official blog post about acquiring Stainless, Anthropic mentioned that the upper limit of an agent's capabilities depends on how many external systems it can connect to: acquiring Stainless is about strengthening the agent's interfaces.

The AI frontier is shifting from models that can only answer questions to agents that can proactively execute tasks—and an agent's capabilities depend on the systems it can reach. Acquiring Stainless is precisely to expand this reach further.

If we place this acquisition within the context of Anthropic's actions over the past 18 months, the three-piece agent suite is now complete: Claude is the model, Stainless is the interface, and MCP is the connection.

The Company That Wrote SDKs for Multiple AI Giants Has Been Bought by Anthropic

Stainless was founded in New York in 2022 by Alex Rattray, who came from Stripe, where he led the redesign of the API documentation and personally built Stripe's SDK code generation system.

During user research, he discovered that developers never directly call API endpoints: for them, the SDK is the API itself.

This insight directly led him to later found Stainless, turning that capability into a product.

Stainless founder Alex Rattray

Developers feed it an OpenAPI specification, and it outputs official SDKs in Python, TypeScript, Go, Java, Ruby, and other languages.

The model company only needs to maintain one API description; Stainless handles all language versions, error handling, retry logic, documentation generation, and more.

OpenAI, Anthropic, Meta, Cloudflare, DocuSign, Square—these AI giants or software vendors are all Stainless clients.

Open the GitHub repository for OpenAI's official Python SDK, and the README states: "Generated by Stainless based on the OpenAPI specification."

Similarly, the header of any source file in the Anthropic SDK also states: "Automatically generated by Stainless from the OpenAPI specification."

This means that over the past few years, OpenAI and Anthropic, as rivals, have long used the same developer tool platform for their official SDK generation.

After the acquisition, Stainless founder Alex Rattray informed existing clients that all previously generated SDKs fully belong to the clients, who can modify and extend them independently, but Stainless will no longer provide subsequent support.

The Stainless team will continue working as an internal organization within Anthropic, focusing on building out Claude Platform capabilities and connecting agents to APIs.

https://www.stainless.com/blog/stainless-is-joining-anthropic/

This tool company's products indirectly reached about a quarter of professional software developers worldwide. On its first day joining Anthropic, it closed its doors to the entire industry: from a shared infrastructure to an internal department of Anthropic.

The Agent Three-Piece Suite Is Complete: Model, Interface, Connection

This acquisition is not an isolated event.

Placing the Stainless acquisition back on the strategic path Anthropic has taken over the past 18 months reveals a completed three-piece suite.

The foundational layer is the model.

From Claude 3.5 Sonnet all the way to Claude 4.7, programming and agent capabilities have been consistent differentiators for Anthropic. Claude Code has also become one of the most popular programming agents among developers this past year.

The middle layer is the interface.

Stainless's SDK auto-generation capability makes it possible for agents to call various APIs using a unified specification. This layer was previously outsourced; now it's brought in-house at Anthropic.

The top layer is the connection.

In November 2024, Anthropic open-sourced MCP (Model Context Protocol), standardizing how models connect to external data sources, tools, and file systems, so agents don't need to write separate adapters for every external service.

After MCP was open-sourced, OpenAI, Google DeepMind, Cursor, and Replit announced support. MCP is evolving into an agent connectivity standard.

And Stainless can directly generate an MCP server from an API specification. The model is the brain, the interface is the nerve endings, and the connection standard is the protocol that links them. Combined, these three pieces form a functional agent machine.

Katelyn Lesse, Head of Platform Engineering at Anthropic, stated plainly: "How useful an agent is depends on what it can connect to."

Stainless founder and CEO Alex Rattray said that Anthropic was one of the earliest teams to bet on Stainless, and "bringing the two teams together was an easy decision."

This acquisition is the final move in a strategic game that began 18 months ago.

Why Is an "SDK Translation Company" Worth $300 Million?

According to a previous report by The Information, the negotiation amount for this acquisition was at least $300 million. Anthropic has not disclosed the specific figure officially, but even this magnitude is enough to make people reevaluate the value of the SDK layer.

In the past, SDKs were an insignificant engineering problem.

The API was the model company's business; the SDK was just a "wrapper layer" translating the API into various programming languages. Model companies could write it themselves or outsource it to Stainless; no one cared.

But the agent era is different. When Claude or GPT acts as an agent to call third-party services, the SDK is no longer a "tool for humans to read" but an "interface for agents to use."

Whether an agent task succeeds largely depends on whether every API's SDK it calls is robust: is error handling complete? Is retry logic reasonable? Are parameter definitions strict? Are types inferable?

Any non-standard SDK can cause an agent to get stuck mid-task.

If the reported $300 million negotiation amount is accurate, what Anthropic sees is clearly not just an SDK generator, but the developer interface infrastructure layer between APIs and agents.

There's a subtler point: The official SDKs of companies like OpenAI, Meta, and Cloudflare were all previously generated by Stainless.

On the first day after the acquisition, with Stainless closing its doors externally, these companies face a practical problem: will they take over SDK maintenance themselves, or find another supplier?

So far, none have responded to this question.

OpenAI Doubles Down on Models, Anthropic Secures the Foundation

Looking back at the final ASI showdown between the two giants, OpenAI and Anthropic have distinct strategic focuses.

OpenAI's focus is on model generations and compute investment.

From GPT-5, GPT-5.4 to GPT-5.5 incremental updates, the Stargate project's massive compute procurement, ChatGPT's weekly active users growing from 400 million a year ago to 900 million—it concentrates resources on the consumer-facing entry point and the model itself.

Anthropic is taking a different path: enterprise agent infrastructure. Strengthening developer tools with Claude Code, standardizing the connection protocol with MCP, and now bringing the SDK layer in-house with Stainless.

The underlying logic of these two paths is completely different.

The model layer follows a logic of generational disruption: when the next generation arrives, the previous generation's advantages can vanish instantly. The gaps between generations are shrinking, windows are getting shorter, and can only be achieved through compute and data.

The infrastructure layer's logic is the opposite. Once established as a de facto standard, the compounding returns are long-term. With MCP now adopted industry-wide, each new adopter adds switching costs. Once the SDK layer is internalized within Anthropic, the entire agent ecosystem could develop a path dependency on Anthropic's interface specifications.

According to Digital Applied statistics, the number of public MCP servers grew from 1,200 in Q1 2025 to over 9,400 by April 2026, with 78% of enterprise AI teams deploying at least one MCP agent in production.

The gap in model capabilities is becoming easier to close.

Once this connection layer gateway is locked, it becomes very hard to bypass.

References:

https://www.anthropic.com/news/anthropic-acquires-stainless

https://www.stainless.com/blog/stainless-is-joining-anthropic/

https://www.digitalapplied.com/blog/mcp-adoption-statistics-2026-model-context-protocol

This article is from the WeChat public account "AI Era", author: ASI Revelation

Related Questions

QWhat is the main purpose of Stainless as described in the article, and why was it significant for AI companies?

AStainless acts as a 'translator' between complex API specifications and developers, automatically generating official SDKs in multiple programming languages. It was significant for AI companies like OpenAI and Anthropic because it allowed them to maintain just one API description while Stainless handled all language versions, error handling, retry logic, and documentation, greatly simplifying developer integration.

QWhy did Anthropic acquire Stainless, according to the article's analysis of their strategic roadmap?

AAnthropic acquired Stainless to strengthen its 'agent' infrastructure. The article states that an agent's usefulness depends on what it can connect to. By bringing Stainless in-house, Anthropic gains control over the 'interface' layer—the SDKs that agents use to call APIs—completing its 'agent trifecta' of model (Claude), interface (Stainless), and connection protocol (MCP).

QWhat immediate impact does the acquisition have on Stainless's existing clients, such as OpenAI and Meta?

AThe acquisition means Stainless will begin winding down its hosted products, including the SDK generator. While existing clients retain full ownership of previously generated SDKs and can modify them, Stainless will no longer provide future support or updates. These companies must now decide whether to maintain the SDKs themselves or find an alternative supplier.

QHow does the article contrast the strategic focuses of OpenAI and Anthropic in the AI race?

AThe article contrasts their strategies: OpenAI focuses on model generation leaps and massive compute investment (e.g., GPT-5 series, Stargate project) to dominate the consumer-facing market. Anthropic focuses on building enterprise-grade agent infrastructure, strengthening developer tools (Claude Code), standardizing the connection protocol (MCP), and now internalizing the SDK layer (Stainless) to create long-term ecosystem lock-in.

QWhat is MCP, and why is its growth cited as important for Anthropic's strategy?

AMCP (Model Context Protocol) is an open-source protocol standardized by Anthropic for connecting AI models to external data sources, tools, and file systems. Its growth is important because it's becoming a de facto standard for agent connectivity. With a reported increase from 1,200 to over 9,400 public servers and widespread enterprise adoption, it creates network effects and switching costs, solidifying Anthropic's position in the agent infrastructure layer.

Related Reads

After Aave's Exit and TVL's Sharp Fluctuation, Where Does MegaETH's Valuation Anchor Lie?

Following the withdrawal of Aave and a sharp drop in its Total Value Locked (TVL), the valuation of the high-performance DeFi blockchain MegaETH faces scrutiny. Once a highly anticipated project with a fully diluted valuation (FDV) reaching around $2 billion, MegaETH saw its TVL plummet from a May peak of $245 million to just over $30 million in July, a roughly 70% decline. Its native token, MEGA, currently trades around $0.048 with a market cap of approximately $54 million and an FDV of about $480 million. The report identifies a core vulnerability: MegaETH's TVL was heavily dependent on a single protocol, Aave V3, which at its peak contributed around 90% of the chain's TVL. A significant portion of this capital is attributed to leveraged yield-farming strategies involving stablecoins like USDe. When the profitability of these strategies diminished, capital rapidly exited, exposing the lack of diversified, sustainable activity. Three key mismatches between MegaETH's valuation and its fundamentals are highlighted: 1. **Valuation vs. Real Usage:** With an FDV of ~$4.8B but only ~$1M in annualized protocol revenue and ~2,600 daily active addresses, the valuation appears disconnected from current economic activity. 2. **Token Narrative vs. Ecosystem Reality:** Despite its DeFi narrative, nearly 80% of the chain's recent protocol revenue comes from a trading card game, Monster, not from core DeFi applications like Aave. The chain's native stablecoin, USDM, also shows low trading volume and a declining market cap. 3. **Short-Term Hype vs. Long-Term Delivery:** Initial hype from token generation, blue-chip integrations, and influencer support has faded. Major protocols like Uniswap now hold minimal TVL on the chain, indicating that early capital was largely transient and driven by incentives rather than organic demand. The situation reflects a broader market trend where investors are becoming less tolerant of valuations based on inflated TVL and narrative, demanding clearer evidence of sustainable transactions, revenue, and ecosystem development. While MEGA's price may experience short-term rebounds from market sentiment, a fundamental re-rating likely depends on the team's ability to convert its remaining resources into tangible, user-retaining applications and genuine ecosystem growth.

链捕手1h ago

After Aave's Exit and TVL's Sharp Fluctuation, Where Does MegaETH's Valuation Anchor Lie?

链捕手1h ago

Goldman Sachs In-Depth Report: Who Will Be the Long-Term Winners in China's AI Large Model Industry?

Goldman Sachs Report: China's AI Models at an Inflection Point China's open-source/open-weight large language models (LLMs) have reached performance parity with top global proprietary models, according to a Goldman Sachs report. This is driven by architectural innovations and higher parameter efficiency, allowing Chinese models to achieve comparable capabilities at 2%-10% the parameter size and significantly lower cost. The market is evolving into a two-tiered structure: a high-end segment (e.g., GLM5.2, Qwen3.7 Max) with premium pricing and a low-end, price-sensitive segment for global SMEs and individual users. Key points: * **Cost & Performance:** Innovations like Mixture of Experts (MoE) enable high performance with smaller models. Projects like Meituan's LongCat 2.0, trained on domestic hardware, highlight progress in tech self-sufficiency. * **Open-Source Strategy:** Most Chinese players use open-source/open-weight models for flexibility and ecosystem growth. However, Goldman notes this may underreport actual deployment and revenue. A shift toward "open-weight + community license" models with revenue sharing (e.g., MiniMax) could improve monetization. * **Market Shift & Global Expansion:** Enterprise AI adoption is shifting from "token maximization" to "ROI-first." International expansion, especially in non-US markets, is a major growth driver. Chinese models are increasingly available on global platforms like AWS Bedrock and Microsoft Copilot. * **Competitive Landscape:** Using a framework based on pricing power, cost advantage, and financial strength, Goldman identifies **Zhipu AI and DeepSeek** as the strongest in foundational text models, and **ByteDance** as the leader in multimodal/video generation. The report maintains Buy ratings on MiniMax and Kuaishou. * **Market Growth:** China's AI model API and subscription revenue is projected to grow from an estimated ¥35 billion in 2026 to ¥879 billion by 2030.

marsbit1h ago

Goldman Sachs In-Depth Report: Who Will Be the Long-Term Winners in China's AI Large Model Industry?

marsbit1h ago

Goldman Sachs Deep Dive Report: Who Will Become the Long-Term Winners in China's AI Large Model Industry?

Goldman Sachs Report: Who Will Be the Long-Term Winners in China's AI Large Model Industry? China's AI large model sector is at a historic inflection point. Goldman Sachs argues that the intelligence of Chinese open-source/open-weight models is approaching top global proprietary models. Rapid adoption by domestic enterprises and global SMEs is creating a data flywheel effect that will further drive model iteration. The evolution is summarized as moving from "DeepSeek's cost-efficiency moment last year to GLM's model-intelligence moment this year." Chinese models achieve near-state-of-the-art performance at significantly lower cost, primarily due to architectural innovations like Mixture of Experts (MoE) and higher parameter efficiency. Models like DeepSeek V4 Pro (1.6T params), GLM5.2 (0.7T), and MiniMax M3 (0.4T) are much smaller than global leaders. Recent advancements in coding capability are attributed to better data curation and RLHF. Landmarks like Meituan's LongCat 2.0, trained fully on domestic AI chips, demonstrate progress in hardware stack independence. The market is forming a "two-tiered structure." The high-end tier (e.g., GLM5.2, Alibaba's Qwen3.7 Max) prices around $1 per million tokens, about 10-25% of US top models, with estimated inference gross margins of 10-20%. The low-end tier (priced as low as $0.06-$0.2 per million tokens) targets price-sensitive global SMEs and individuals. MiniMax derives 60-70% of revenue overseas. Goldman forecasts China's AI model API/subscription revenue to grow from an estimated RMB 35bn in 2026 to RMB 879bn by 2030. Most Chinese players adopt open-source/open-weight strategies for deployment flexibility and community feedback, though this limits monetization as deployments on third-party platforms (e.g., Alibaba Cloud) may not generate direct revenue. A shift towards "open-weight + community license" models with revenue-sharing agreements (like MiniMax's approach) could improve unit economics. International expansion, particularly in non-US markets, is the key growth driver. The global enterprise AI paradigm is shifting from "token maximization" to "ROI prioritization." Chinese models are already hosted on major global platforms like AWS Bedrock and are under consideration for integration into Microsoft Copilot. Using a competitive framework based on pricing power, cost advantage, and financial strength, Goldman identifies the strongest players: In foundational text models, Zhipu AI (initiated coverage) and DeepSeek lead. In multimodal/video generation, ByteDance's Seed is the frontrunner, with Kuaishou's Kling and MiniMax's Hailuo also well-positioned. Goldman maintains a Buy rating on MiniMax, citing its attractive valuation.

链捕手1h ago

Goldman Sachs Deep Dive Report: Who Will Become the Long-Term Winners in China's AI Large Model Industry?

链捕手1h ago

Trading

Spot
活动图片