cf has always had to do a balancing act between acm and cfs. cfs is most likely good for cf's bottom line, especially with scenes with really popular models like Josh, but it does little for their acm subscribers. Josh's cfs videos do well because of the fan base that he built on performances on acm/acs. cf needs acm subscribers to build a fan base for new models.
I'll be very disappointed if all of the new Lucas scenes wind up on cfs. That would be a real "fuck you" to the cf-acm subscribers. It will also be interesting to see if any of the scenes from their latest trip wind up on acm. In each of their major trips in the past, at least some of the scenes wound up on acm (but not DownUnder, nor three Amigos). I think it will be a good measure of what value cf places on their subscribers.
As a separate example, having now become enamored with Quinn (based on his acm scenes), I find he has four scenes on cfs that I would like to see. But I'm not willing to spend $20 to see four videos. If I'm going to spend $20-25 on gay porn, i'm more apt to go try a month of Helix or cockyboys where I've got a whole library of videos to try for the same amount of money. When Corbin asks me to pull out my credit card and spend real dollars to download one video, I'm going to consider what else I might purchase on a video by video basis. I've pretty well gotten over the impulse buying of cfs videos (the primary exception being cfs sales

).
As an acm subscriber I get about thirteen videos per month. I can afford to write off the not so good ones. As long as at least half of the videos are good, and there are a few really good videos, I feel like I'm getting my money's worth. If I reach a point where I think all the good stuff is on cfs and not acm, I'll write Pete and complain, and eventually I'll cancel my acm subscription.