i think they're trading future customer acquisition and model quality for the current claude code userbase which they might also lose from this choice.

the reason i got the subscription wasnt to use claude code. when i subscribed you couldnt even use it for claude code. i got it because i figured i could use those tokens for anything, and as i figured out useful stuff, i could split it off onto api calls.

now that exploration of "what can i do with claude" will need to be elsewhere, and the results of a working thing will want to stay with the model that its working on.