[sho]

I suspect that they lose control over the cheaper models CC can choose for you for eg. file summaries or web fetch. Indeed, they lose web fetch and whatever telemetry it gives them completely.

It's not unreasonable to assume that without the ability to push haiku use aggresively for summarization, the average user in OC vs CC costs more.

[oidar]

This is a very good point. If the 3rd party tools are using opus for compacting/summarizing - that would increase inference costs for anthropic.