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.
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.