There’s the argument that Anthropic has built Claude Code to use the models efficiently, which the subscription pricing is based on.
Maybe there’s some truth to that, but then why haven’t OpenAI made the same move? I believe the main reason is platform control. Anthropic can’t survive as a pipeline for tokens, they need to build and control a platform, which means aggressively locking out everybody else building a platform.
Alternatively products like openclaw have an outsized impact on Anthropic's infrastructure for essentially no benefit to them. Especially when you're taking advantage of the $200 plan.
OpenAI has never shyed away from burning mountains of cash to try and capture a little more market share. They paid a billion dollars for a vibe coded mess just for the opportunity to associate themselves with the hype.
I think it's a training data thing. They can only gather valid training data from real human interactions, so they don't want to subsidize tokens for purely automated interactions.