You know who also loves to use the term "opportunity cost"?
The entertainment industry. They still tell you about how much money they're leaving on the table because people pirate stuff.
What would happen in reality for entertainment is people would "consume" far less "content".
And what would happen in reality for Anthropic is people would start asking themselves if the unpredictability is worth the price. Or at best switch to pay as you go and use the API far less.