AI corporations borrowing like there's no tomorrow and subsidizing tokens (although I'm not really sure if it's a true subsidy or the API is just overpriced). It can pay off for them, but they need to lock you in. And they're trying. Anthropic wants you to use their harness (Claude Code) - and it is really good. OpenAI now launching Dots. The idea is vendor lock in.
I don't have a grand scheme for how this is going to end, but my personal strategy - never lock in. Use OpenCode, hermes-agent, be as model promiscuous as you can. Use the best frontier models, use the cheap flash models, milk most value for the buck, but change providers often and never accept lock in.
They think they're building network effects, but you make them burn cash and provide insane value to you.
Be the winner.