This a big exaggeration. Codex is probably one of the top two LLM programming tools, along with Claude Code. GPT-5.4 models are strong, unlike the initial GPT-5 ones, which were comparatively bad, and can hold up against Opus 4.6. In my experience, they are better at analytical work.

I cannot really see how they are "far behind," or how some plugin for Claude Code is a "last desperate bid." The tools are close enough to each other that I regularly use Codex one month and Claude Code the next without much disruption, just to try out any new models or features that might be available.

I do not have much visibility into the non-code applications, so maybe it is stickier there.

If/when the AI bubble pops and takes OpenAI down with it, I would not expect Anthropic to come out unscathed either.