Why would you even want a Claude subscription if not for Claude Code? Anthropic is obviously the best for programming, but probably nowhere else. Seems like a good way to onboard people to the Claude Code experience...everyone who's working seriously with it needs Opus, anyway. But, maybe that's the rub, if the Pro plan includes no Opus usage (which I think has always been the case), you might have a worse impression of Claude Code. Codex 5.4 is better than Sonnet, but not better than Opus.
I dunno, I'm no business genius, but I think we're starting to see these companies try to find ways to make money instead of losing it.