Yeah, that's not going to happen. They are more likely to lose a lot of customers, unless Anthropic does the same thing.
But $200 is likely the ceiling of what people will pay for a subscription with usage based on vibes.
People said the same about $200 a month. I think the ceiling is probably much higher. Companies regularly spend 10% or more of employee cost on offices, SaaS, equipment. I could see these costs going to 10% of white collar income.
For consumers they may as well buy GPUs and run local models. The cost is same over a year or two but infinite token usage, they get to keep the hardware, and local models continue to improve over that time too. I can't justify $200 on SOTA models for a personal subscription after Qwen3.8-27B. And it's only getting better from here.