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> Claude Code won because of Reinforcement Learning inside the harness

Doesn’t this gloss over the fact that token subsidization is a thing? I assume the reason a lot of people switched from other harnesses to CC was all the weirdness around setup-token and whether third party harnesses would continue to work without api pricing.

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that's probably part of it but every enterprise in the world (even teams as small as 10-20 engineers) are paying per token, not with subscriptions. Claude code did make it into those orgs because people played with it at home with subscriptions first, but the bulk of that revenue is almost certainly coming from people paying per token, not the ones getting the ~90% subsidy on subscriptions

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