Yeah, I think it is pretty obvious at this point that users have gotten over their skis a bit on the fixed rate plans. I suspect a lot of folks were playing around with agentic workflows on a $10-200/month plan and then started implementing them at their companies under enterprise accounts not realizing that API based billing would result in easily 10-100x the costs. Running hundreds of agents 24/7 is all fun and games when you can do it for beer money. Not as fun when it is super yacht money.
As an anecdote, Github is changing their copilot plan to usage based billing next month. They released a tool that allows their users to estimate what their bills will look like under the new plan based on their past usage. There are some screenshots online from users showing their plans will go from $40/month to $3-5k/month. I imagine this is happening everywhere. These tools absolutely can do more than they were capable of just six months ago. But if the true costs are as high as it appears, folks are going to be much more judicious with how they use them moving forward.
As an anecdote, Github is changing their copilot plan to usage based billing next month. They released a tool that allows their users to estimate what their bills will look like under the new plan based on their past usage. There are some screenshots online from users showing their plans will go from $40/month to $3-5k/month. I imagine this is happening everywhere. These tools absolutely can do more than they were capable of just six months ago. But if the true costs are as high as it appears, folks are going to be much more judicious with how they use them moving forward.