Comment by PeterStuer

"they utterly failed to consider the second-order effects of this business decision"

Or maybe they did consider but were capital/ inference capacity constrained to keep serving at this pricepoint. Pretty sure without any constraints they would eagerly go for 100% market share.

CC users give them the reigns to the agentic process. Non CC users take (mostly indirect) control themselves. So if you are forced to slow growth, where do you push the break (by charging defacto more per (api) token)?