Seems like learning rate velocty may be the ultimate moat

Does it have /goal feature similar to Codex?

yes

Simple as it sounds but I ask Sol or Astra to propose optimal model and effort level for a given workload. Works pretty neat for me.

Astra incoming!

Is there any good subscription and CLI harness to use Gemini models now?

I tested Gemini CLI while ago, and it was awful tbh.

Use antigravity CLI (https://antigravity.google/product/antigravity-cli)

The only company to use Claude.md instead of Agents.md standard

With new watermarking you may now get Hullaballooing.md

Partially frontier moved to cost and speed axes.

There are also markets with scarce supply, like desired properties in prime locations. Probably some other similarly structured markets, as well.

So there is also a question, what would be happening to these.

Probably apples to apples would be to compare z.ai subscription plans vs API pricing

Few weeks ago, I wouldn't expect this statement to be true. Accelerate!