Comment by simonw

The money right now is in company subscriptions. If I went to my employer and said I can save an hour of work per day with a Claude Code subscription (and they have any sense at all) they should laugh at that $200/month price tag and pay up in an instant.

The challenge is definitely in the competition though. GPT-5-Codex offered _very_ real competition for Claude Sonnet 4 / Opus 4 / Opus 4.1 - for a few weeks OpenAI were getting some of those subscribers back until Sonnet 4.5 landed. I expect that will happen frequently.