档案库 · 开发与企业工具 · 战略决策 · 2022–2026
Stainless 3500万美元的中立SDK赌注：Anthropic 3亿多美元收购后产品被关停
纽约SDK生成器公司，客户包括OpenAI、Anthropic、Google和Cloudflare，融资约3500万美元，ARR约100万美元，最终以3亿多美元售出，托管产品被关停。
Stainless
做的是什么生意
Stainless sold a hosted platform that compiled API specifications into production-ready, multi-language SDKs (Python, TypeScript, Kotlin, Go, Java), CLIs and MCP servers, and kept them updated automatically as APIs evolved.
启动资金：~$35M total per TechCrunch: a $3.5M seed with Sequoia and The General Partnership (reported Apr 2024) and a Dec 2024 $25M Series A led by a16z with Sequoia, The General Partnership, Felicis, Zapier and MongoDB Ventures; ~$1M ARR and near-profitability claimed at the Series A.
起因
Alex Rattray, an economics major who learned to code at UPenn, joined Stripe's developer platform team, where he helped revamp API docs and launch the system powering Stripe's API client SDKs. Seeing that handwriting SDKs couldn't scale, he founded Stainless in New York in 2022, bootstrapping 'with revenue from day one.'
经过
By April 2024 Stainless had 'dozens' of paying beta clients — OpenAI, Anthropic, Together AI, Lithic, LangChain, Orb, Modern Treasury and Cloudflare — and closed a $3.5M seed with Sequoia and The General Partnership. In December 2024 it raised a $25M Series A led by a16z (total ~$35M), claiming hundreds of customers and tens of millions of weekly downloads, with ~$1M ARR and near-profitability; the 20-person NYC team planned to build 'the comprehensive platform developers turn to for everything API-related.'
结果
On May 18, 2026 Anthropic announced the acquisition of Stainless; The Information had reported talks at over $300M. Anthropic told TechCrunch it would wind down all hosted Stainless products, including the SDK generator: new signups stopped immediately, existing customers keep full rights to SDKs already generated, and the team moved into Anthropic's Claude Platform group.
背景
Stainless由Alex Rattray于2022年在纽约创立，他曾是Stripe工程师，参与构建了Stripe API客户端SDK背后的系统。他的产品接受API规范，编译成Python、TypeScript、Kotlin、Go和Java的生产就绪SDK，并随着API变化自动更新，取代了供应商为维护库所需的工程师团队。
赌注在于一家中立供应商可以同时服务所有主要AI实验室。客户包括OpenAI、Anthropic、Google、Meta、Cloudflare、Runway、Modern Treasury和Orb；到2024年12月，Rattray声称有数百名付费客户，每周SDK下载量达数千万次，年经常性收入约100万美元，公司接近盈利（TechCrunch）。
Stainless在2024年4月完成了由红杉资本和The General Partnership参与的350万美元种子轮（据4月报道），2024年12月完成a16z领投的2500万美元A轮，总融资约3500万美元。在Hacker News上可见吸引力：2024年4月发布帖获得216分，2026年5月收购新闻获得531分和382条评论。
2026年5月18日，Anthropic宣布收购Stainless；The Information报道价格超过3亿美元。Anthropic告诉TechCrunch将关停Stainless所有托管产品，包括SDK生成器——新注册当日停止，客户保留已生成SDK的所有权，团队并入Anthropic的Claude Platform团队。
这件事要成立，得有什么
- 服务所有主要AI实验室使Stainless成为战略目标：超过3亿美元的交易切断了OpenAI、Google和Cloudflare所依赖的SDK工具（TechCrunch）。
- 托管产品赌注本质上脆弱：作为中立基础设施，其命运取决于最大客户的战略，而Anthropic的内部化终结了独立业务。
- 增长相对于价格仍显温和：约100万美元的ARR对比报道的3亿多美元估值，意味着退出价值是战略性的，而不是基于收入倍数（TechCrunch 2024年12月）。
- 关停是突然的：新注册、项目和SDK立即停止，显示当收购方想要团队而非产品时，中立开发者工具平台消失得有多快。
可借鉴之处
服务竞争性AI实验室让Stainless成为战利品，而非护城河：超过3亿美元的收购回报了创始人和投资者，却也终结了中立的托管产品。
后续进展
截至2026-09-02，Stainless的托管产品——SDK生成器、MCP工具和托管发布——已经关停：Anthropic称新注册、项目和SDK立即停止，现有客户保留已生成SDK的完整所有权，并得到迁移工具指引。Stainless团队加入Anthropic的Claude Platform和代理连接工作。这笔交易还移除了OpenAI、Google、Cloudflare、Replicate和Runway所依赖的SDK基础设施，迫使竞争对手运行自己的工具或转向Speakeasy和LibLab等对手。
资料来源
- Anthropic has acquired the dev tools startup used by OpenAI, Google, and Cloudflare
- Anthropic acquires Stainless
- Anthropic acquires Stainless (Hacker News thread)
- Stainless helps build SDKs for OpenAI, Anthropic, and Meta
- Stainless is helping OpenAI, Anthropic and others build SDKs for their APIs
- The Stainless SDK Generator (Hacker News thread)
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