I somewhat disagree, there was a major, major shift in developer sentiment towards agentic development starting with Opus 4.5 in October. Many teams started finding a lot more real value in Anthropic than they used to very recently. Things like OpenClaw are not a part of serious enterprises yet due to the security risk.

I’m not sure how anyone believes that per-seat pricing is halfway viable for AI, and I’m fairly sure the organizations I’m familiar with only REALLY started committing to spend after the shift to API pricing, due to the value they thought they were getting anyways.