Coding agents have no moat
It's been a rough few months for Anthropic.
It started out well. Their new model, according to them, was so powerful that they had concerns about releasing it, due to its hacking ability.
This narrative was undermined by several very clumsy mistakes. First, they leaked the entire source code of Claude Code. Then, some users were able to access Mythos early by successfully guessing an API URL. Sophisticated attacks these were not, and it begged the question: if Mythos is so powerful for finding software exploits, why wasn't Anthropic able to avoid very simple mistakes?
Separate mistakes garnered user backlash. Anthropic banned OpenClaw usage, then walked that policy back. Complaints about strict rate limits are getting louder, and with them questions about how well Anthropic can support demand. In the midst of this, they conducted a bizarre A/B experiment in which 2% of new signups to their basic subscription were denied access to Claude Code.
Removing Claude Code from the basic plan is a major policy shift, not a tweak on the look of a landing page. Surely those new users unlucky enough to get denied access to Claude Code would react with confusion and anger, given the high visibility of Claude Code?
Anthropic's response sought to reassure users that existing base-plan subscribers would not lose access to Claude Code, yet. This was met with understandable skepticism.
Luckily, the cost of switching coding agents is zero
None of these incidents made me mad, but I have been increasingly hit with Claude Code rate limits. I've responded by switching the bulk of my work to Codex. It's striking how little I had to change about my workflow. I lost some conveniences like dispatching a coding-agent session from my phone, but overall it only took a minor inconvenience for me to switch providers, with no adjustments to how I used the tools.



