Although the ones that never touch claude code are a free $20 a month, the ones that do are potentially a seventy to eighty dollar twenty dollars a month . it’s not instantly obvious which customers you prefer (revenue vs cash negative growth- on second thought obviously they prefer the second)
They've preferred the second so far, but they might have a fair reason to see if they can keep growing with the first one instead or cut down on some loss leading, right?
