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telotortium an hour ago

They need to be able to serve their market. The price increase is partly load shedding. If they improve their ability to serve their load, they can always drop it again, as OpenAI did with Luna recently.

ignoramous 20 minutes ago | parent [-]

> as OpenAI did with Luna recently

My read is, OpenAI is neither able to claw b2b money (away from Ant) nor are they able to stave off open weights on the other. In short, they're struggling to hold onto their distant #2 position in the coding market, and these pricing changes reflect a (desperate) change in strategy.