October 20th, 2016 was the first sale of FSD. Coming up on 5 years.
The $100/$200 thing is exactly what they already have. If you have EAP (which was $5K), then you have auto lane change and summon, and your "FSD" subscription is $100 not $200.
Clearly they think they either:
1) Make more money from only having the $10k/$200 option, and know more of these people would drop to $5k/$100 than is made up from people that don't buy at all at the current prices.
2) Are so fixated on being "close" to "FSD" that they can't show any weakness towards that position, which selling "only" EAP would be.
Personally, I think it's #2. All their actions (even releasing subscriptions at all at the crazy price of $200) are pointed at the idea that real FSD is just around the corner, and backing up all the crazy things and timelines Elon is constantly saying.