They've probbaly have realized that the foundation models are becoming commoditized (or will be very soon). We can already run luna medium class models on phones now (bonsai, gemma4).

The value is shifting up the stack... make core intelligence free, then monetize the ecosystem built on top of it .. kinda similar to how the internet itself is free, but platforms and apps capture the value.

I think we'll see a huge push towards connectors for work and personal tools, along with much deeper os level integration. That's where the long-term moat is, not the base model itself.