I am curious to see how this will pan out long-term. Is the quality gap of Opus-4.5 over GPT-5.2 large enough to overcome the fact that OpenAI has merged these two bullet points into one? I think Anthropic might have bet on no other frontier lab daring to disconnect their subscription from their in-house coding agent and OpenAI called their bluff to get some free marketing following Anthropic's crackdown on OpenCode.

It will also be interesting to see which model is more sustainable once the money fire subsidy musical chairs start to shake out; it all depends on how many whales there are in both directions I think (subscription customers using more than expected vs large buys of profitable API tokens).