> One related thought I had was that given OpenAI is the only one _not_ doing this of the big3, it probably indicates they have a lot more spare compute.

Or, pessimistically, it could indicate they’re burning cash hoping the subsidized access will eventually result in someone giving them a product idea they can build and resell at a profit.

If they let *claw (or third party coding agents, or whatever) run for six more months and in those months figure out how to sell a safe substitute and then cut off access, maybe it will have been worth it.