Given the scaling hurdles Claude Code / Opus is having, those Anthropic customers might leave to Codex. I'm _this_ close.
I'm getting pretty close too, but I wouldn't switch to Codex I'd switch to one of the open agents that can use any backing LLM. My reasoning is that if I'm willing to pay the cost of the small changes in usage, I might as well switch to an open source agent that I can add my own convenience features to, like remote sessions and phone-based operation.
What would be subscription customers, no? Rather than Bedrock or per-api customers? Many of the companies running on Bedrock or by-use have per day limits above the max monthly subscription costs.
Codex is pretty good. Its friction to switch but I think it’s sensible being across multiple AI toolchains.