Artificial
Our AI bills are subsidised, and I don't think many people have priced in what happens next
This is something I keep thinking about as someone who's built AI into a few businesses. The price we pay for AI right now isn't the real cost. Altman said they lose money even on the $200/month plan. I read Anthropic had people on their $200 plan burning $1000+/day of compute until they brought in limits. And OpenAI is supposedly on track to lose something like $14bn this year. Token prices keep dropping, yes, but they're selling it below cost and investors are covering the gap. That's fine...
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