Feels to me it's a battle between who has the most compute. OpenAI does not seem to be struggling with their x2 usage on the new 100 Plan, which is very close to unlimited usage with the best performing model on the highest reasoning setting. Not mentioning the resets every 1 million customers, or the other generous usage multipliers last months. Meanwhile Anthropic seems to be desperately trying to cut down on inference with their changes to reasoning effort and more lately, so they might be focusing on what they consider to be more valuable customers for their long-term strategy. The 20 plan with Opus had gotten so bad on CC they might've just pulled the plug to stop people from complaining about usage limits. If OpenAI can burn money longer and capture the market from the bottom, I think they'd win in the long run.