They may be for now. Problem is that when foundation model pricing goes up, you're paying not just the increase in tokens you consume directly, but also for all tokens you're consuming via vendors as well.

If your company has Figma, Github, and Cursor and they're using the same models you are, your monthly costs with them increase as well. You're exposed N times to the foundation model price increases, where N is the number of times software you directly or indirectly use talks to a frontier model.