Comment by lelanthran

> OpenAI won a lot of good favor for the generous Codex subscription and the efficiency of their models, but now that many people have switched over from Claude, they think they can leverage their position to peddle a stream of unnecessary products, and crack down on the generous limits[1] that brought everyone to Codex in the first place.

They're both finding out, very painfully, that there is no moat.

They attract customers by selling at a loss, but that only works when you can turn the dial up on those customers and start selling at a profit.

If either of them had a moat, this would work. Neither of them have a moat.