That will also make it entirely unfeasible for anyone to use their services. The cost of the tokens you could burn on a $200 plan is in the neighborhood of $1200. They're getting users now and gambling on the cost of compute (or the difficulty of compute) dropping precipitously before they run out of cash.
I think what will happen is you'll get 3 or four "Tiers" of AI.
Tier 1: Big Corpo's, Govornments and soverign wealth institutions. Top of the line and dangerous AI, very likely to be abused and used to enrich the already powerful.
Tier 2: Enterprise level AI, Rich local Gov and rich individuals might have these. maybe also SAAS providors will tap into this. Functional but not really smart like Tier 1.
Tier 3: Community AI. Small business etc will use this. basically automated orchestration
Tier 4: Home AI.
I think this is where we're headed. and this is of course after the bubble pops and we get an economic crash because of the popping. (other events going on in the world and various economies and political scenes.)