I'm looking at education -- teachers and students, not terribly tech savvy, are being mandated to use these tools. And then comes the rug-pull. It was worth it, but now it's outside of their budget. Poorer schools / students can't stay at the cutting edge; richer schools / students can.

You still get far with 20$ if you don't use it daily for lots of coding and thinking though.

And Gemma 4 and other open models can easily be hosted even for schools.