Is opencode that much better than Codex / Claude Code for cli tooling that people are prepared forsake[1] Sonnet 4.5/Opus 4.5 and switch to GPT 5.2-codex ?
The moat is Sonnet/Opus not Claude Code it can never be a client side app.
Cost arbitrage like this is short lived, until the org changes pricing.
For example Anthropic could release say an ultra plan at $500-$1000 with these restrictions removed/relaxed that reflects the true cost of the consumption, or get cost of inference down enough that even at $200 it is profitable for them and they will stop caring if higher bracket does not sell well, Then $200 is what market is ready to pay, there will be a % of users who will use it more than the rest as is the case in any software.
Either way the only money here i.e. the $200(or more) is only going to Anthropic.
[1] Perceived or real there is huge gulf in how Sonnet 4.5 is seen versus GPT 5.2-codex .
The moat is Sonnet/Opus not Claude Code it can never be a client side app.
Cost arbitrage like this is short lived, until the org changes pricing.
For example Anthropic could release say an ultra plan at $500-$1000 with these restrictions removed/relaxed that reflects the true cost of the consumption, or get cost of inference down enough that even at $200 it is profitable for them and they will stop caring if higher bracket does not sell well, Then $200 is what market is ready to pay, there will be a % of users who will use it more than the rest as is the case in any software.
Either way the only money here i.e. the $200(or more) is only going to Anthropic.
[1] Perceived or real there is huge gulf in how Sonnet 4.5 is seen versus GPT 5.2-codex .