@mirth @alienghic @cwebber So far, from what I've seen, any time one of the subscription AI places put up their prices to something resembling actual operating costs (nevermind paying back gigantic sunk capital costs), users have screamed and then bolted. Honestly, doing the really heavy duty Claude Code stuff that's getting pushed now will easily run to $50k per developer at current costs. And no, I don't see that as something that enterprises will ultimately be willing to swallow. Nor do I see a path for them to get the GPU cycle burn down easily.