> 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)