OpenAI won a lot of good favor for the generous Codex subscription and the efficiency of their models, but now that many people have switched over from Claude, they think they can leverage their position to peddle a stream of unnecessary products, and crack down on the generous limits[1] that brought everyone to Codex in the first place.
Anthropic did the same thing. Earlier this year, Claude subs and Claude Code took off because of the subscription's incredible capability and value, then once they gained enough users, they started focusing on unnecessary products no one asked for (see Claude in Slack), and eventually lost their lead. After losing a bunch of customers to Codex subs they realized their mistake, and now they're shipping again.
AI companies are bad at making software; they are good at making AI models. And that's about it.
"After losing a bunch of customers to Codex"
Hot take: Right now it's quite simple to loose customers, like customer churn from A to B or back. That's the weakest spot, isn't it? No matter how complex the products grown and how deep they are integrated into our systems, common users can easily switch. Even heavy users, I argue. Just tell Codex to rewrite the existing Claude-instructions into their own. Even that may not be necessary, if you organized your work "agent agnostic".
And I dont see how that could change, that's why they try to offer tools that are even more integrated into our lives. Like "dots". But this also narrows down the use cases and client base, I argue.
johnfahey · · focus · HN ↗
Anthropic did the same thing. Earlier this year, Claude subs and Claude Code took off because of the subscription's incredible capability and value, then once they gained enough users, they started focusing on unnecessary products no one asked for (see Claude in Slack), and eventually lost their lead. After losing a bunch of customers to Codex subs they realized their mistake, and now they're shipping again.
AI companies are bad at making software; they are good at making AI models. And that's about it.
[1] <a href="https://x.com/thsottiaux/status/2104823812042940713" rel="nofollow">https://x.com/thsottiaux/status/2104823812042940713
y42 · · focus · HN ↗
"After losing a bunch of customers to Codex"
Hot take: Right now it's quite simple to loose customers, like customer churn from A to B or back. That's the weakest spot, isn't it? No matter how complex the products grown and how deep they are integrated into our systems, common users can easily switch. Even heavy users, I argue. Just tell Codex to rewrite the existing Claude-instructions into their own. Even that may not be necessary, if you organized your work "agent agnostic".
And I dont see how that could change, that's why they try to offer tools that are even more integrated into our lives. Like "dots". But this also narrows down the use cases and client base, I argue.