Talk by **Eno Reyes** (co-founder and CTO of **Factory**, whose "droids" agents are described in the introduction as used by hundreds of thousands of developers and companies such as **Nvidia** and **MongoDB**, right after a **$150 million Series C**), published on **September 22, 2026** on the **FirstMark Capital** channel (25 min 51 s video, transcript of about 5,300 words). He presents the "software factory" as an agent-driven feedback loop, and the role of humans as stewards of this factory.
#software factory#software factory#Factory
Eno Reyes — cofondateur et CTO de Factory ; conférence vidéo (FirstMark Capital).
**Zed** blog post signed by **Franciska Dethlefsen** (head of growth and marketing), published on **May 14, 2026** — the day after Anthropic's announcement — to answer Zed users' questions. **Subject**: starting **June 15**, Anthropic **splits Claude subscription billing into two pools** — one for its **first-party tools** (chat, the official Claude Code CLI), the other for **third-party agent and SDK usage** (anything going through **ACP**, `claude -p`, or a third-party tool). Usage via ACP **then stops drawing from the Pro or Max limits** and switches to a monthly **"Agent SDK" credit**: **$20 for Pro, $100 for Max 5x, $200 for Max 20x**. Once the credit is exhausted, usage continues **at standard API pricing** if overage is enabled — otherwise requests stop until the next cycle. **The figure driving the article**: subscriptions had until then subsidized agentic usage by a factor of **≈15 to 30×** relative to API pricing, and the new credits are billed **at full API rates** — hence *« for anyone using agents heavily, this is a major cost increase »*. **Three options are proposed**, in an order that reveals Zed's position: (1) keep the subscription by running the **official `claude` CLI in a terminal inside Zed** rather than via ACP — *« when the official claude CLI runs in the terminal, it uses your subscription's limits, not the new credit »*; (2) use Zed's built-in agent with the provider of one's choice (Zed-hosted models, API keys, Copilot, local Ollama, DeepSeek); (3) plug in **any ACP agent** — OpenCode, Codex, Factory, Cursor —, several of which still offer rate-limited subscriptions that subsidize heavy usage. **The underlying thesis**, and the real reason for the post: *« ACP is an open protocol… so that your editor is never locked into one provider's pricing decisions »*, with the explicit anticipation that *« this kind of change won't be the last »*. **The post carries an addendum dated June 16, 2026** announcing that **the change is suspended**: ACP, `claude -p`, the Agent SDK, and third-party applications continue to work with subscriptions **as before**, no separate credit to claim, limits unchanged, Anthropic revising its plan with advance notice announced. **The artifact is thus self-contradicting**: its most important content — the reversal — postdates its own publication date by a month.
#Zed#Anthropic#Claude subscription
**Franciska Dethlefsen** — head of growth and marketing chez **Zed Industries**. Le rôle est déterminant pour lire le texte : ce n'est pas un billet d'ingénierie mais une **communication de crise produit** · écrite le lendemain d'une annonce d'un fournisseur dont Zed dépend · à destination d'utilisateurs inquiets. La signature growth/marketing explique la structure (problème → options → réassurance) et le fait que l'argument protocolaire arrive en conclusion plutôt qu'en tête.