Capital Marketsdeep-dive
AI Coding Has Entered a Token Subsidy War
Why OpenAI, Anthropic, and Cursor are bundling tokens into subscriptions, leaning on API credits, and betting that efficiency gains can outrun the cost of agentic coding.
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Why OpenAI, Anthropic, and Cursor are bundling tokens into subscriptions, leaning on API credits, and betting that efficiency gains can outrun the cost of agentic coding.