> enterprise who cannot walk away from these $200/month plans
Any org with more than 150 users aren't on $200/month plans, they are forced into API pricing + $20/month/user
For individuals and orgs small enough to get to use the subscription plans, that's all well and good until usage limits keep going down, or cost goes up. If you compare the usage you get on $200/month maxed out vs. what that would cost at API pricing, the $200/mont plan is an absolute steal. I doubt it will last long.
Not to mention the API plans are also still in their "lose money, just get the suckers hooked like addicts" phase. Once the reality-based pricing comes into play, it's a coin flip of whether the bulk of the companies fail, or they get to live off government subsidies for a few decades.
On the plus side, I'm happy I'll have a nice hay barn when the local half-built AI data center is abandoned.