Exactly. We are all on Claude where I work but as soon as the costs rise we are migrating. Changing to a new coding agent stack feels like it will be about as much effort as migrating to a new keyboard. Gross or painful for about a week or two.
Not really. It’s the definition of a tight market with two leaders.
When folks start running various rando open-source models locally instead of well-recognized brands, then we will have evidence of fungibility and thus commoditization.
Then looking at Openrouter's stats we can see heavy use of non Anthropic/OpenAI models https://openrouter.ai/rankings#top-models
I'm not sure I'd call them rando, but Deepseek/Qwen/GLM all have decent models that will work fine for some use cases at much lower costs that the SOTA models from Anthropic/OpenAI.
Claude is now mostly demoted to Claude Design.
I liked the fact that ChatGPT web chat usage is separate from Codex usage.