[ndsipa_pomu]

The timing can make a big difference though, as they might be happy to burn through money to get better adoption, especially if that pumps up their stock price. Also, if the executive making the decision is looking to jump ship, then they might not care about the long term impact.

[mgrunwald_]

I don't think they are happy about burning through money, especially if they can just build their data center somewhere else and avoid the 200% tax. The moment of reckoning is happening in real time, all paid plans for AI models are heavily subsidised and heavy users are absolutely ruining their finances. Do you think they would want to build their data center specifically in a 200% data center tax area to make their financial situation even worse? I don't think so.