[codingdave]

At some point AI providers will need to break down profit/token and price accordingly. Right now, they are losing money to gain market share. Also, AI consumers will need to get the expense of AI into their own profit calculations.

Hard to say how it will play out, aside from both sides are going to strive to maximize their own benefit, and time will tell how the actual numbers balance out.

This is one reason why it matters whether or not the AI bubble is all hype. There is a non-trivial chance that once people truly figure out the monetary value of AI's help on their processes and cut out all hype-based use cases... their spending limits to reach that value might not match what the providers need to run the platforms.