Don’t confuse plan changes with profitability of inference. When people talk about the cost to serve a token and it being profitable we are referring to API cost not the plans which absolutely subsidize some level of use. Hard to know what is breakeven on plan math.
That's not a necessarily profitability thing as much as a demand thing. The only way to improve the supply for those willing to pay more is to take it away from those paying less. Once supply catches up to demand things will change