Really sharp take on the attrition dynamics between frontier labs. The comparison of 5.2 Pro's $200 price point against the combined Gemini/Anthropic/Cursor/Plus bundle is something I've been weighing too. I think the real competetive moat OpenAI has left is inertia—if Deep Research stays meaningfully ahead, they can probly keep retention, but Google's updates to their Research Agent timing is strategic pressure. The efficiency gains on ARC-AGI (390x improvement year-over-year) are wild but they don't matter if conversion rates stay flat at 5%.
I think that it’s more likely that the frontier labs will simply push the subscriptions higher.
While Google can afford to play the game, Anthropic already had significant rate limits pushing heavy users to the upper bundles, might as well raise the floor.
Really sharp take on the attrition dynamics between frontier labs. The comparison of 5.2 Pro's $200 price point against the combined Gemini/Anthropic/Cursor/Plus bundle is something I've been weighing too. I think the real competetive moat OpenAI has left is inertia—if Deep Research stays meaningfully ahead, they can probly keep retention, but Google's updates to their Research Agent timing is strategic pressure. The efficiency gains on ARC-AGI (390x improvement year-over-year) are wild but they don't matter if conversion rates stay flat at 5%.
I think that it’s more likely that the frontier labs will simply push the subscriptions higher.
While Google can afford to play the game, Anthropic already had significant rate limits pushing heavy users to the upper bundles, might as well raise the floor.