Subsidised coding subscriptions will shrink; policy-based token routing is coming

craigbalding · x · 2026-09-18

The author predicts frontier labs' heavily subsidised coding subscriptions will narrow over time: lower quotas, longer reset windows, and added restrictions. That pushes coding harnesses toward smarter policy-based routing—e.g. off-peak token rates for the same model IQ—fed by token provider marketplace data, or handled upstream via services like OpenRouter.

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