@MichaelTBacon @alienghic @cwebber ... Right now the big firms are loading up on cash and I think working hard to cut the cost of their subscription products (e.g. ChatGPT or Claude) to the point where they'll be able to run unsubsidized in the near future at something not far from the current output quality and pricing. Their priority appears to be to sell more seats at low cost (Claude Enterprise starts at $20 a seat) and hope that they can get entrenched before starting to ramp prices up.