Agreed, also worth pointing out that Google still owns 14% of Anthropic + Anthropic is signing billion dollar scale deals with Google Cloud to train their models on their TPUs. So Claude success indirectly contributes to Google success. The AI race is not only about the frontier models.

> OpenAI and Anthropic are both offering coding plans that are possibly severely subsidized

So does Google, in fact I believe their antigravity limits for Opus and Sonnet for the $20 plan has higher limits than CC $20 plan, and there is no weekly cap or I couldn't get it even with heavy usage, and then you have a separate limit for Gemini cli and for other models from antigravity.