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.