They just got a huge amount of customer price info over the past few days after they went token only for Fable. I suspect the conversion rate was extremely low, with consumers far less sticky than they might have hoped. In my case I was planning on swapping, probably to a Chinese model, when my sub expired this month, but the release of Opus 5 is probably enough to keep me paying rent until the next open model/closed model face-off in a couple of months.