> But it seems plausible we’ll see similar "true costs greatly exceed our current subscription pricing" from Anthropic and OpenAI someday soon

Enterprise might stick around, but individually, I reckon the developers will flock to OpenCode + open weights (Qwen/GLM/Codestral). The problem then is, if the open weight models impress these new adopters, they will shout about it from rooftops (conferences, social media, blogs) in unison, which might result in an exodus. Especially troublesome considering developers are a major market for both frontier labs (Anthropic & OpenAI) & its IPO ambitions.