The part I never really understood, was I thought the subscriptions were to try and boost Opus usage, not claude code usage ? I'm not sure why they care whether you use API or claude, as they limit the number of tokens you can use anyway - and once the request hits the model, I would have thought it takes the same amount of effort to process it regardless of where it comes from ?
It’s definitely to encourage Claude code usage. Owning the interface through which your core product is delivered is a hedge against the commoditisation that everyone talks about. Eg, it’s much harder to switch from Claude code to cursor or vice versa than it is to switch between models in cursor (I sometimes don’t even notice model defaulting to composer inside cursor)