I see a lot of analysis here that this is good for Ant, but I beg to differ, it's a very bad place to be as a company serving enterprises when deployment risk is now present. This might delay Ant's financial goals in their ability to monetize Fable and other Mythos class models.

Yeah this is not good business wise long term. Short term marketing you maybe get some boost but actual business impact is negative. Their whole current business depends on massive exponential growth and handcuffing them removes their frontier advantage. Cheap models are now the focus of any and everyone

I would bet they can't afford to operate them at the advertised price and this gives them a way to save face.