Sure, none of this is rational.

Some of its timing: Claude Code was good before other harnesses and so behaviors (and contracts) were timed to lock in on that ecosystem.

Some of it was ethical/political: Anthropic fighting with the Trump admin about use of the model.

Some of it is social: Never overrate a CEO just being kind of perceived as a piece of shit by people who have power to influence decisions.

But switching costs are low! Because of the same models!

Let the race to the bottom commence. Hopefully before the monopoly/collusion starts.