The Subsidy Era of Agentic Coding Just Ended. Nobody Built FinOps for It.

The best deal in software just ended, and the replacement bill is non-deterministic.
For two years, flat-rate coding-agent pricing was the deal of the decade. Twenty bucks a month, point an agent at your codebase, let it churn. You were almost certainly consuming more value than you paid for. That wasn’t generosity. It was customer acquisition, financed by venture money, priced below cost on purpose. And in a two-week window this spring, three different vendors quietly clawed it back.