But it is working primarily because of the Max subscription model. If I could use my Max subscription to get $5000 worth of tokens for only $200 via OpenCode or Pi, I would drop Claude Code today. I think a lot of people (and enterprises) are of a similar opinion. Not saying Claude Code would have no users, but its dominance would be greatly diminished.

But you can’t and the reason that you care also has to do with the same production process.

It’s not like a separate company made the terminal app versus the model. If we think that the desktop app is bad, but the model is good then that’s still an endorsement of the software process.

If we think the model doesn’t matter at all, then that’s an even bigger endorsement. Is the model has no content worth talking about over the nearest competitors or an open source alternative, then the remainder is marketing and polish.

I just don’t understand how people can look at a company that is capacity constrained in this market and think that they’re doing things poorly.

Its the same for a lot of bundled things, mac hardware + os or windows pre-installed, chrome being pushed by google.com etc.