Wouldn't they be forced into API pricing instead of per-seat like that though? That would potentially be a massive cost increase. But I've discovered through talking to colleagues some companies are already doing that. I can't understand why you'd ever do that when you can get VC subsidized pricing for now. At least for all initial in-plan usage. I doubt many developers go past the limit anyway and for those you switch just the extra usage to on demand anyway.
Teams is the only one with seat pricing. Teams has a user cap of 150. Enterprise is usage based pricing only now (with a £20/user service charge)