Very poor communication, despite some bit of reasonable intention, could be the beginning of the end for Claude Code.
Presumably because it costs them more than $200 per month to sell you it. It's a loss leader to get you into their ecosystem. If you won't use their ecosystem, they'd rather you just go over to OpenAI.
they lose money on 200/month plan, maybe even quite a bit. So that plan only exist to subsidize their editor.
Could be about the typical "all must be under our control" power fantasies companies have.
But if there really is "no moat" and open model will be competitive just in a matter of time then having "the" coding editor might be majorly relevant for driving sales. Ironically they seem to already have kind lost that if what some people say about ClaudeCode vs. OpenCode is true...
│ Total │ │ 3,884,609 │ 3,723,258 │ 215,832,272 │ 3,956,313,197 │ 4,179,753,336 │ $3150.99 │
It calculates tokens & public API pricing. But also Anthropic models are generally more expensive than others, so I guess its sort of 'self made' value? Some of it?
│ Total │ │ 2,102,742 │ 622,848 │ 78,507,465 │ 1,670,798,000 │ 1,752,031,055 │ $1283.69 │
But being first doesn't mean you're necessarily the best. Not to mention, they weren't the first anyway (aider was).
Codex and Open Code are competition for coding, but if we talk about an open-ended agentic harness for doing useful work... well it was bad enough a year ago I'd consider anyone even claiming one exists to be a grifter and now we have one.
And while being first might not matter, I think having both post-training and the harness being developed under the same roof is going to be hard to beat.