They are going after the non-developer side of the business. Many developers are far less sticky and want to try out different harnesses and models. Case in point, our biz team all has Claude Desktop / Enterprise, developers get choice and there are a lot of setups.
To go after the non-developer side though they need to do a ton more work on governance & RBAC. It's sorely lacking for anything more than a tech company/startup team. You can't even selectively enable or disable Cowork & Claude Code per member on the team plan, it's all or nothing for everyone in the team.