Subscriptions are crazy subsidized.
So you can’t use OpenClaw, OpenCode, etc. because they take you outside their applications/lock in and their ability to easily monetize in the future.
Second, OpenAI is burning UNIMAGINABLE sums of money. Three days ago they raised $122 billion [2], the largest funding rounding in history. By comparison, Anthropic has emphasized a more capital efficient approach, with a ~30% burn rate. [3]
[1] https://x.com/sama/status/2023150230905159801
[2] https://openai.com/index/accelerating-the-next-phase-ai/
[3] https://www.wsj.com/tech/ai/openai-anthropic-profitability-e...
Subscriptions are crazy subsidized.
So you can’t use OpenClaw, OpenCode, etc. because they take you outside their applications/lock in and their ability to easily monetize in the future.