Anthropic's Haiku 4.5 Retirement Deadline Forces Pricing Decision

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Anthropic has scheduled the retirement of its Haiku 4.5 model for no sooner than October 15, 2026, forcing the company to ship a successor or leave its fastest, most cost-effective tier empty. The incoming Haiku 5.5 will either hold the $1/$5 entry-level tier or move up to the $2/$10 floor now occupied by Anthropic's Sonnet 5.5, OpenAI's GPT-6.1 Sol, and Google's Gemini 4 Argon. Anthropic's S-1 reveals $518 billion in compute commitments, 80% of which are binding and non-cancelable, alongside $42 billion in losses. Open-weight models currently average $0.83 per million tokens on OpenRouter, roughly 7.3 times cheaper than the average proprietary model, and already account for 61% of top-model token traffic. The pricing of Haiku 5.5 will signal whether Anthropic prioritizes developer acquisition or margin expansion ahead of its public offering.

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