For a company though, the idea that a few disgruntled employees will shift massive purchasing decisions is a bit of a stretch.

We have a developer on our team that keeps asking for a claude code enterprise license, we keep telling them "no, it's way too expensive, get used to using the copilot extension/cli".

For consumers, sure, but the bulk of the revenue opportunity is enterprise. Anthropic/OpenAI have a hard row to hoe IMO.