[manarth]

That's assuming consumption pricing remains as-is.

There has been a lot of market-subsidy in AI which is starting to fade away: e.g. the copilot quotas/pricing. When VC switches from investing to wanting a return, the price equation is likely to change.

[nok22kon]

There is no subsidy on most OpenRouter providers, they are profitable today.

You buy a big GPU, you serve LLMs, you print money.