So, Alphabet telling me that Enterprise AI has a billing problem and specifically calling out Microsoft Anthropic as largely to blame. Now, Google's response is a more aggressive value play. They're rolling out pay as you go pricing, token discounts of up to 20%, hard monthly caps on agent spending, then a 0 base subscription option.Now, publicly, Alphabet is framing these changes around flexibility and cost control. But in material sent directly to CNBC, it names its rivals and goes after how they charge, ...