Hmm ok. The fact 5.6 Sol performs around Fable level and is included without mega token spend in the subscriptions means I’ve promoted codex to my primary harness and model. The latest release of the CLI, app, and desktop fills a lot of the gaps.
Anthropic painted itself into a corner with fable at many turns and this latest twist is one of the more interesting. Either fable is too expensive to run at scale, or they’re trying to incentivize mega spend on tokens, or whatever - but them locking the frontier model away for the few enterprises willing to spend top dollar while codex is including frontier in the subscription (and I’ve found it also is both less token hungry and the limits are much higher for codex) has finally made me put Claude aside and use it as my backup for very specific tasks, where codex has filled that spot for a long time now.
50% more weekly limit, but no fable. Ok. I might have a refactoring job somewhere for you Claude for those extra tokens.
Exactly. We are all on Claude where I work but as soon as the costs rise we are migrating. Changing to a new coding agent stack feels like it will be about as much effort as migrating to a new keyboard. Gross or painful for about a week or two.
Which is why these companies must be overvalued. This is the definition of a commodity. We have no loyalty to any vendor or model, it's just about capability, price and performance and there can only be so many more increments in capability before these models are good enough that it doesn't matter which you use for 99.9 pct of tasks and the frontier moves on to robotics or the next hard domain (which OpenAI / Anthropic may not lead). I predict that in a year I'll be using whatever the latest version of Gemini flash is (because it's fast, on my mobile and multimodal), and some small cheap open SWE expert model for dev work.
Not really. It’s the definition of a tight market with two leaders.
When folks start running various rando open-source models locally instead of well-recognized brands, then we will have evidence of fungibility and thus commoditization.
Agreed. It’s also a lot better at following instructions. If anything codex can get caught into an overly literal adherence to instruction while Claude you can barely trust it to sit still for 5 minutes. Tell Claude to use an MCP for a task, 30% chance it’ll do it. Provide it skills, 10% chance it’ll use them when appropriate. Codex is almost the mirror of that. It’ll almost always use the MCP and recall the skills.
The challenge I think for codex is the restriction on context size and the constantly rolling compactions. They are less aggressive or disruptive but it is still annoying you can’t force a 1mm context window on a 1mm context window model.
But it’s recall beyond compaction boundaries is much better than Claude code. The impact of compaction is much less noticeable.
Performance on task work is between fable and opus, but the marginal utility between that gap is not enough to pay extra.
Watching a company I respect turn to the classic "first hit's free" dealer technique does make me feel a certain way.
On one hand the thing they are offering is legit great, and how do you get people to use/understand a whole new type of thing without offering them some for free?
On the other hand ... you really gonna get people used to an extra 50% then take it away? When this has been most of your new signups experience with the system?
The predictable pushback when people realize the workflows they developed over these two months are no longer viable will be ... quite something.
I wonder if their projections of load are/aren't turning out as planned, and where they might be being safe to not have as many outages, when they don't happen, they are left with extra capacity.
Or discovering different parts of the year have less demand than expected (like summer holidays).
This is not to discount anything you're saying, only additional factors.
Anecdotally, I’m seeing a lot of people I work with on vacation in America and Europe. That might be dampening inference demand right as Anthropic’s xAI contracts power up.
Also suspiciously coincidential: Codex just announced some changes.
- Temporarily removing the 5 hour usage limit restriction for all Plus, Business and Pro plans
- Rolling out changes that will make GPT 5.6 Sol more efficient across the board and that will be reflected in less usage being used so that it can take you further. Exact impact to be quantified and shared
- We hit 6M active users, and are landing a usage reset in the next hour
They're already feeling the effects of competition.
They try to push the narrative of having the best models but people finally discovered that Chinese models are actually great and a lot cheaper, I don't even think this is a reaction to GPT 5.6
Not directly related, but all of these "promotions", ads, "try new and improved!", "now introducing [drum roll] Gaia UltraMax CodePro with ChadBoost!", etc. feels like the frontier AI industry has devolved into total degeneracy.
Before ChatGPT there was some amount of dignity to AI research labs, but no more. It's crazy to see how far things have fallen in just a few years.
These manipulative flip-flop monetization tactics are worse than gatcha games and Roblox, and everyone's eating it up like it's normal and they didn't notice the frog got boiled.
It's an interesting thing and we can only speculate from the outside, but there's some obvious reasons why they'd literally hand out money in the form of free compute to people who have already committed to paying them.
- They've had to commit to minimum spend with their suppliers and their actual usage is below that level, so they might as well give it to end-users. That implies either their demand is waning or their forecasts were off.
- They want the usage numbers for this period to be higher and are willing to spend money to achieve it. I guess if they're about to IPO maybe showing more usage is good?
- They've got a lot of competition and want to keep market share. With lots of new models coming out, some of them much cheaper than Anthropic's options, you can see why this might make sense but it's effectively burning cash, so they won't want to keep doing that for long I'd guess...
I'm really enjoying Codex. I use the app, and I find the features are excellent (the in-app browser and annotations especially).
This is almost certainly a reaction to GPT 5.6, which IMO is better positioned than Fable from a cost perspective. It's crazy to see how the tides change between labs every few months.
I was hoping to switch to Claude but was waiting until they had a better model than Codex 5.5. When Fable came out I immediately bought the $100 plan. When the government shut it down they gave the option to cancel which I appreciated. I planned to subscribe again once it was back. However, removing it from the subscription once back has really soured me. I can't help feeling like it was a bait and switch. Even if they added it back, I'm not sure I trust it will stay. I now have no plans to switch back from Codex.
The triple whammy of (a) two layers of annoying timed usage windows, (b) constantly changing model availability windows, and (c) random unpredictable usage resets, is absolutely brutal for anyone who is trying to plan methodically and be efficient.
One minute I'm trying to use an entire week's worth of quota in less than 24 hours, then moments later I read the deadline has been punted and I have only 25% remaining to last me an entire week. This alone is enough for me to switch back to Codex once my current Claude sub ends.
It's not like it's realistically possible they are directly losing money on their API inference (subscriptions are maybe less clear but I think it wouldn't be far fetched to think that depending on real usage if they are at least break even).
So they either need to significantly increase usage or actually hike prices. But the second option exposes them to the risk of by undercut by open models which are priced only slightly above marginal cost.
At some point a lot of users might start thinking that Deepseek/GLM at 10th the price or less (based on Operouter pricing, using Deepseek itself for inference is of course not an option for a lot of companies) which just good enough for most use cases.
I think until they produce full financial information, which will happen I expect when their S-1 is published, we won't have a good picture on Anthropics true position.
There's a lot of different ways to calculate "profitable" depending on what's included or excluded...
I can't use Fable at work because all prompts are saved for "safety". I can't use Fable at home as the API pricing is much too expensive while codex is heavily subsidized with generous limits.
Fable is pretty fantastic for standard code monkey stuff. But yeah, anything related to security or science that's six degrees related to death, drugs, and/or fun gets flagged.
have fable do the planning and explicitly tell it to farm out actual tasks to opus 4.8 and sonnet 5 depending on complexity. it works pretty well but yes the API switchover guessing game is no fun
As I read somewhere, “I smell fear”. But we should all be afraid. Not only Anthropic isn’t anywhere close to being profitable, but the whole gang of frontier labs, breastfed with a mix of VC money and pension funds from the average Joe, is being pressured by Chinese lab. I just hope they find some defensible moat someday, or these $$$ are going to go up in smoke.
> but the whole gang of frontier labs, breastfed with a mix of VC money and pension funds from the average Joe, is being pressured by Chinese lab
Can you point to data that suggests rate of token revenue growth is slowing ? This announcement, and the price cuts from openai are hints in the direction of pressure from open weights models but not conclusive.
No one else mentioned it in the thread, but this is not a new promotion. It's an existing promotion that's being extended. In their own words:
> From May 13, 2026 through July 19, 2026, your weekly usage limit in Claude Code is 50% higher. 5-hour usage limits are not affected by this promotion.
I would say GPT-5.6 Sol is miles better at least in areas like legal work. Fable is still making stupid mistakes and display no understanding of what it reads and writes. Fable often makes logic and grammar mistakes that change the meaning of sentences, so you have to read everything carefully.
Fable is cooked. So many sessions ends with you have reached max token limit (despite having credits), sometimes mid way responding. So you have to start again losing all context you built. Looks like another way to scam people.
I could resume almost all of my Fable sessions, either with an explicit resume button (in Claude Design) or just telling it to continue (in Chat and Code).
I noticed this works today, but for at last few days when I clicked "continue" it would not do anything. It couldn't even "compact" the conversation, was getting stuck at 95%.
Fable model is good, but after a few uses, there's a session limit. Unless you use the API, it's hard to use it for building anything substantial, even though I'm currently on the 10x max plan. So I end up using it mostly for code review.
I subscribed to AI to avoid coding, but I'm still coding. I'm just using it as an overseer
Hmm ok. The fact 5.6 Sol performs around Fable level and is included without mega token spend in the subscriptions means I’ve promoted codex to my primary harness and model. The latest release of the CLI, app, and desktop fills a lot of the gaps.
Anthropic painted itself into a corner with fable at many turns and this latest twist is one of the more interesting. Either fable is too expensive to run at scale, or they’re trying to incentivize mega spend on tokens, or whatever - but them locking the frontier model away for the few enterprises willing to spend top dollar while codex is including frontier in the subscription (and I’ve found it also is both less token hungry and the limits are much higher for codex) has finally made me put Claude aside and use it as my backup for very specific tasks, where codex has filled that spot for a long time now.
50% more weekly limit, but no fable. Ok. I might have a refactoring job somewhere for you Claude for those extra tokens.
Exactly. We are all on Claude where I work but as soon as the costs rise we are migrating. Changing to a new coding agent stack feels like it will be about as much effort as migrating to a new keyboard. Gross or painful for about a week or two.
Which is why these companies must be overvalued. This is the definition of a commodity. We have no loyalty to any vendor or model, it's just about capability, price and performance and there can only be so many more increments in capability before these models are good enough that it doesn't matter which you use for 99.9 pct of tasks and the frontier moves on to robotics or the next hard domain (which OpenAI / Anthropic may not lead). I predict that in a year I'll be using whatever the latest version of Gemini flash is (because it's fast, on my mobile and multimodal), and some small cheap open SWE expert model for dev work.
> This is the definition of a commodity
Not really. It’s the definition of a tight market with two leaders.
When folks start running various rando open-source models locally instead of well-recognized brands, then we will have evidence of fungibility and thus commoditization.
Don't get me wrong, I love Claude code and there is some loyalty I feel. But just can't justify staying if costs 2x.
I'd say 5.6 Sol performs between opus and fable, but not yet fable.
Just that given its cost efficiency, claude subscription isn't attractive at all when fable is removed.
Agreed. It’s also a lot better at following instructions. If anything codex can get caught into an overly literal adherence to instruction while Claude you can barely trust it to sit still for 5 minutes. Tell Claude to use an MCP for a task, 30% chance it’ll do it. Provide it skills, 10% chance it’ll use them when appropriate. Codex is almost the mirror of that. It’ll almost always use the MCP and recall the skills.
The challenge I think for codex is the restriction on context size and the constantly rolling compactions. They are less aggressive or disruptive but it is still annoying you can’t force a 1mm context window on a 1mm context window model.
But it’s recall beyond compaction boundaries is much better than Claude code. The impact of compaction is much less noticeable.
Performance on task work is between fable and opus, but the marginal utility between that gap is not enough to pay extra.
Fable is also extended by another week till July 19: https://support.claude.com/en/articles/15424964-claude-fable...
I have assumed from the get-go that they would just keep extending it week by week.
Which is nonsense given they target enterprise and business users.
I just don’t see them able to cut off Fable. Grok 4.5 and Sol are just there, and are both very very good.
Watching a company I respect turn to the classic "first hit's free" dealer technique does make me feel a certain way.
On one hand the thing they are offering is legit great, and how do you get people to use/understand a whole new type of thing without offering them some for free?
On the other hand ... you really gonna get people used to an extra 50% then take it away? When this has been most of your new signups experience with the system?
The predictable pushback when people realize the workflows they developed over these two months are no longer viable will be ... quite something.
Or maybe they just have extra interference capacity and are running a promotion campaign with it?
I wonder if their projections of load are/aren't turning out as planned, and where they might be being safe to not have as many outages, when they don't happen, they are left with extra capacity.
Or discovering different parts of the year have less demand than expected (like summer holidays).
This is not to discount anything you're saying, only additional factors.
Anecdotally, I’m seeing a lot of people I work with on vacation in America and Europe. That might be dampening inference demand right as Anthropic’s xAI contracts power up.
Also suspiciously coincidential: Codex just announced some changes.
https://x.com/thsottiaux/status/2076365965915467978They're already feeling the effects of competition.
They try to push the narrative of having the best models but people finally discovered that Chinese models are actually great and a lot cheaper, I don't even think this is a reaction to GPT 5.6
Not directly related, but all of these "promotions", ads, "try new and improved!", "now introducing [drum roll] Gaia UltraMax CodePro with ChadBoost!", etc. feels like the frontier AI industry has devolved into total degeneracy.
Before ChatGPT there was some amount of dignity to AI research labs, but no more. It's crazy to see how far things have fallen in just a few years.
These manipulative flip-flop monetization tactics are worse than gatcha games and Roblox, and everyone's eating it up like it's normal and they didn't notice the frog got boiled.
The invisible hand of the free market is working wonders.
It's an interesting thing and we can only speculate from the outside, but there's some obvious reasons why they'd literally hand out money in the form of free compute to people who have already committed to paying them.
- They've had to commit to minimum spend with their suppliers and their actual usage is below that level, so they might as well give it to end-users. That implies either their demand is waning or their forecasts were off.
- They want the usage numbers for this period to be higher and are willing to spend money to achieve it. I guess if they're about to IPO maybe showing more usage is good?
- They've got a lot of competition and want to keep market share. With lots of new models coming out, some of them much cheaper than Anthropic's options, you can see why this might make sense but it's effectively burning cash, so they won't want to keep doing that for long I'd guess...
I'm really enjoying Codex. I use the app, and I find the features are excellent (the in-app browser and annotations especially).
This is almost certainly a reaction to GPT 5.6, which IMO is better positioned than Fable from a cost perspective. It's crazy to see how the tides change between labs every few months.
More context: https://x.com/claudeai/status/2076351399999557669
>We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
I was hoping to switch to Claude but was waiting until they had a better model than Codex 5.5. When Fable came out I immediately bought the $100 plan. When the government shut it down they gave the option to cancel which I appreciated. I planned to subscribe again once it was back. However, removing it from the subscription once back has really soured me. I can't help feeling like it was a bait and switch. Even if they added it back, I'm not sure I trust it will stay. I now have no plans to switch back from Codex.
They announced from the start that Fable was going to be on subscription for a trial period only, no?
Maybe that's on me for missing it. Either way, the improvement is not enough for me to justify the extra cost.
Yes but they've also said they want to get it permanently on the subscription plan.
The triple whammy of (a) two layers of annoying timed usage windows, (b) constantly changing model availability windows, and (c) random unpredictable usage resets, is absolutely brutal for anyone who is trying to plan methodically and be efficient.
One minute I'm trying to use an entire week's worth of quota in less than 24 hours, then moments later I read the deadline has been punted and I have only 25% remaining to last me an entire week. This alone is enough for me to switch back to Codex once my current Claude sub ends.
Yeah I'm getting fed up with this dance. Especially when I'm trying to max out credits over a weekend.
Wonder what is going to happen when these companies can no longer subsidize their models and they have to hike up the prices.
It's not like it's realistically possible they are directly losing money on their API inference (subscriptions are maybe less clear but I think it wouldn't be far fetched to think that depending on real usage if they are at least break even).
So they either need to significantly increase usage or actually hike prices. But the second option exposes them to the risk of by undercut by open models which are priced only slightly above marginal cost.
At some point a lot of users might start thinking that Deepseek/GLM at 10th the price or less (based on Operouter pricing, using Deepseek itself for inference is of course not an option for a lot of companies) which just good enough for most use cases.
Didn't Anthropic register their first profitable quarter?
I think until they produce full financial information, which will happen I expect when their S-1 is published, we won't have a good picture on Anthropics true position.
There's a lot of different ways to calculate "profitable" depending on what's included or excluded...
Well it might be reasonably easy to get your non-GAAP earnings positive if you fiddle with the numbers enough.
related to that, OpenAI just dropped the 5h limit for the time being https://x.com/thsottiaux/status/2076365965915467978
I can't use Fable at work because all prompts are saved for "safety". I can't use Fable at home as the API pricing is much too expensive while codex is heavily subsidized with generous limits.
Who is using Fable?
Fable is pretty fantastic for standard code monkey stuff. But yeah, anything related to security or science that's six degrees related to death, drugs, and/or fun gets flagged.
have fable do the planning and explicitly tell it to farm out actual tasks to opus 4.8 and sonnet 5 depending on complexity. it works pretty well but yes the API switchover guessing game is no fun
i agree this is annoying but i guess i procrastinated the exact right amount of time today. my day just got a lot less anxious
Could this be due to vacation season in certain parts of the world? So less demand allows more use of already comitted resources.
Who would expect fable will really get removed given the competition?
But 50% more limit is completely unexpected to me
As I read somewhere, “I smell fear”. But we should all be afraid. Not only Anthropic isn’t anywhere close to being profitable, but the whole gang of frontier labs, breastfed with a mix of VC money and pension funds from the average Joe, is being pressured by Chinese lab. I just hope they find some defensible moat someday, or these $$$ are going to go up in smoke.
> but the whole gang of frontier labs, breastfed with a mix of VC money and pension funds from the average Joe, is being pressured by Chinese lab
Can you point to data that suggests rate of token revenue growth is slowing ? This announcement, and the price cuts from openai are hints in the direction of pressure from open weights models but not conclusive.
No one else mentioned it in the thread, but this is not a new promotion. It's an existing promotion that's being extended. In their own words:
> From May 13, 2026 through July 19, 2026, your weekly usage limit in Claude Code is 50% higher. 5-hour usage limits are not affected by this promotion.
I never encountered any limits with artisanal coding. The sky is the limit.
It says today is my last day to use Fable on my Max plan. I am in Canada. Non stop coding today while II have it!!
power of competition
it was so obvious with this marketing
only through July 19
I smell Fear!
but why? pressure from competition?
Yes. GPT-5.6 Sol is a sufficient economic substitute for Fable 5 power-wise, and Grok 4.5 is a sufficient economic substitute for Opus cost-wise.
What are the costs to get equivalent work done compared to the Claude code max 20x sub?
I would say GPT-5.6 Sol is miles better at least in areas like legal work. Fable is still making stupid mistakes and display no understanding of what it reads and writes. Fable often makes logic and grammar mistakes that change the meaning of sentences, so you have to read everything carefully.
Fable is cooked. So many sessions ends with you have reached max token limit (despite having credits), sometimes mid way responding. So you have to start again losing all context you built. Looks like another way to scam people.
I could resume almost all of my Fable sessions, either with an explicit resume button (in Claude Design) or just telling it to continue (in Chat and Code).
I noticed this works today, but for at last few days when I clicked "continue" it would not do anything. It couldn't even "compact" the conversation, was getting stuck at 95%.
Fable model is good, but after a few uses, there's a session limit. Unless you use the API, it's hard to use it for building anything substantial, even though I'm currently on the 10x max plan. So I end up using it mostly for code review.
I subscribed to AI to avoid coding, but I'm still coding. I'm just using it as an overseer
this is basically a SpaceX capacity meter, how fast they add
they are panicking!