It’s not bad though, it’s crazy good in comparison to any model older than 1y old. If you don’t have access to any vibe coding at all it’s gonna be life changing.

But I think you are right, as long as Codex and Gemini are cheap alternatives then vs. 1yo models isn’t the correct comp.

Then it’s probably better to just resegment the whole Claude Code product as an enterprise only tier. (That also has the advantage of kicking out all the Claw subscribers that screw over the token limit economics for normal $20/mo users.)