OpenAI and Anthropic seen tied on coding; Pro plan generosity decides race

Yuchen Jin argues OpenAI and Anthropic are roughly tied on coding LLMs, so the competition now centers on which $100/$200 Pro plan is more generous and resets more often. He suggests the winner will be whoever has more GPUs and is willing to lose more money to capture the market. He adds that a future Gemini 4 could change this picture.