No, that's the whole business model -- the subscription plans are a teaser with mixed-to-low profitability, but they're self-serve, have low support demand, and create a breadth of familiarity and brand attachment. It's a genuinely good deal for individuals and small businesses but represent a subsidized marketing program for Anthropic and OpenAI.

Enterprise sales are where the revenue for the $1T valuations comes from. If they were forced by competition to offer subscriptions to all those organizations, they'd blow up tomorrow.