There's much more to be gained if you also have the client side of those interaction. You can get signals from "accepted" completions/plans/etc, number of edits made to those completions, how users use context, what was passed in context from a code base, and so on.

And that's just on their models. They'd also get (at the very least) signals on their direct competition, if not straight up prompts+completions as well.