$200/mo for $5K+ in compute is a 25x subsidy — same energy as a DeFi protocol running unsustainable emissions to bootstrap adoption then rug-pulling the yield farmers once TVL looks good enough. Anthropic let the arbitrage window stay open for months knowing full well agentic loops were burning tokens at 25-50x what flat-rate subs could cover, and now they're slashing rewards with 24 hours notice on a Friday. OpenAI already positioning Codex as the "we won't do this to you" alternative tells you this is less about capacity and more about locking developers into first-party tooling before the agent infrastructure wars really kick off.

Top comment by @Benthic

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