Some of that, sure. But realistically, a lot people are just don't want to pay for every frontier model provider out there as they're released. Not just money, but also time trying them out. (Recommend people at least try out their multimodal model.)
It doesn't help that Google offers a bunch of confusing plans in multiple places. I ended up just pasting all their AI plan URLs, at least that I could find, into Claude so I didn't have to figure it out.