Matches also my experience that openai fell behind with their deep search product. And that deep search is basically the top tier benchmark for what professionals are willing to pay. So why should i shell out 200 dollar for an openai subscription when google gives me a better top-tier product for 1/10th of the price openai or anthropic are asking. Although i assume google is just more willing to burn cash in order to not let openai take more market share which would get them later on soo more expensive (e.g. iphone market share, also classic microsoft strategy).
It may actually be affordable for Google to charge $20 vs OAI's $200. Google already has an extensive datacenter operation and infrastructure that they're amortizing across many products and services. AI requires significant additions to it, of course, but their economy of scale may make a low monthly sub price viable.