The interesting part is this:

"After losing a bunch of customers to Codex"

Hot take: Right now it's quite simple to loose customers, like customer churn from A to B or back. That's the weakest spot, isn't it? No matter how complex the products grown and how deep they are integrated into our systems, common users can easily switch. Even heavy users, I argue. Just tell Codex to rewrite the existing Claude-instructions into their own. Even that may not be necessary, if you organized your work "agent agnostic".

And I dont see how that could change, that's why they try to offer tools that are even more integrated into our lives. Like "dots". But this also narrows down the use cases and client base, I argue.