> Crazy. Those same enterprises will get sticker shock and leave.

They are already. Both for sticker shock, and also because of developer sentiment beginning to shift towards Codex. …and then in a month or two the winds will shift again, I'm sure.

It's interesting to see how Claude Code got commoditized so quickly.

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> and they have the vastly better brand

Strong disagree there. Anthropic has pretty successfully branded themselves as the more ethical & 'human' of the two companies. (whether that's the actual reality is irrelevant)

I somewhat disagree, there was a major, major shift in developer sentiment towards agentic development starting with Opus 4.5 in October. Many teams started finding a lot more real value in Anthropic than they used to very recently. Things like OpenClaw are not a part of serious enterprises yet due to the security risk.

I’m not sure how anyone believes that per-seat pricing is halfway viable for AI, and I’m fairly sure the organizations I’m familiar with only REALLY started committing to spend after the shift to API pricing, due to the value they thought they were getting anyways.

My dude, this level of vitriol and hyperbole feels excessive. It's okay if you don't like Anthropic and you disagree with their business practices, but this is over-the-top even for the internet.

OpenAI insider found!

Anthropic hasn't done anything customer hostile to me.