Honestly I expect it's just annoyed devs getting annoyed about the ratelimits on plans and post-hoc justifying. Now that Codex has far more capacity and their slot machine makes better outcomes (note: I am a heavy LLM-assisted coder) they feel like they have to justify their felt animosity towards these companies
Codex and Claude don't have meaningfully different rate limits since Claude doubled theirs.
Maybe you can get more headless use out of Codex but that's not gonna last. Investors are drying up and these companies need to get to profitability.