My read is, OpenAI is neither able to claw b2b money (away from Ant) nor are they able to stave off open weights on the other. In short, they're struggling to hold onto their distant #2 position in the coding market, and these pricing changes reflect a (desperate) change in strategy.
the private endpoint costs 10x (azure).
private endpoints for deepseek (lots of providers) also cost about 10x more.
but 10x more for deepseek is $0.028 cached input, and 10x more for luna is $0.10.