[Sevii]

AI providers can only charge what the market can bear. AI isn't worth 20k/month for 'PHD' level work. But people are willing to pay for several $200/month subscriptions.

But fundamentally AI compute is a commodity. GPUs are made in factories at scale. Assuming AI quality tapers off eventually supply will catch up to demand.

Finally open weights models are good enough that the leading labs cannot charge high margins.