Apparently my blog is mostly about token pricing now, here are some notes on the big changes GitHub Copilot just announced, including pausing new signups entirely
MARKET TRENDS
-
Cursor xAI Partnership: $60B Option for SOTA Coding Model
By
–
If Cursor trains a genuinely SOTA coding model on xAI's infra, xAI exercises the $60B option and Grok instantly becomes a top-tier coding agent via the Cursor harness and 500K+ dev user base. If Cursor doesn't hit SOTA, xAI walks, pays $10B for "collaboration," and still got x.com/nmasc_/status/…
-
Anthropic Reverts Pricing Page Change Amid Policy Uncertainty
By
–
Anthropic have now reverted the change to their pricing page, but I've not yet seen any official announcement about what their policies are going to be going forward. More on my blog:
-
Anthropic Reverses Claude Code Pricing After Public Backlash
By
–
Wrote up Anthropic's self-own about Claude Code pricing from this afternoon on my blog – it turned out they'd reversed course just as I hit publish, so I've tried to update it to reflect the current state
-
Local AI Models Cannot Match Leading Labs Models
By
–
Nah, never found a single local model that can replace the best labs’ models.
-
GPT-Image-2 Achieves Record Lead in Arena Benchmarks
By
–
GPT-Image-2 is truly incredible. Amazing work by the team! This is the largest lead in Arena history.
-
Claude Code Pricing Strategy Questioned: $100 Without $20 Trial
By
–
The most puzzling thing about this: if they want people to spend $100/month on Claude Code surely those people need a $20/month option to try it out first? Who's going to drop $100 just to try it?
-
Claude Code vs OpenAI Codex: Competitive Race Heats Up
By
–
My hunch for now is that this was an ill-considered test which they didn't anticipate would be instantly spotted and cause (justified) uproar – here's hoping they decide that the "test" isn't a good idea! If they do go ahead I expect OpenAI Codex to catch Claude Code very fast
-
Cursor SpaceX acquisition deal $60 billion option pricing
By
–
“Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.” personally this is the most exciting option pricing deal of the year, wow, kudos to both sides!!
-
Anthropic Drops Claude Code From $20 Monthly Plan
By
–
This is so confusing. Did Anthropic really just drop Claude Code from their $20/month plan? Why would they do that through a pricing page update without making a proper announcement? Plus, $20/month still gets you Cowork, which is just Claude Code wearing a non-threatening hat!