What I find interesting with this is that they dished out 65,000 credits to all Pro200 users as a "sorry we're doing this" but didn't take them back after this announcement.
Retail cost of $2500, would love to know their actual cost for these credits.
They give (gave?) out resets like candy, I get the impression they pride themselves on how much compute they can give away.
Rough hand-wavey guess, assuming:
* 85% inference margins = $375
* 50% abandonment (since it does expire; and general prepaid credit abandonment is pretty high; especially given how much credits they dished out; so probably on the low end) = $188
Plus, it's unclear how many users opt out of training, so more usage and RLHF data on their best models from long-term power users, might work out to be a net benefit to them; since these kind of "non-abusable" (i.e. not announced beforehand) announcements don't suppress monetization as much.