The original sin of OpenAI was to release ChatGPT as a consumer product with consumer pricing. Three years later, the models have gotten so good that the value they provide to business far exceeds what they pay for it. Claude Code is ridiculously cheap for what it does. The model companies are in a race to become net profitable before investors pull the plug on their valuations. At some point, the industry will have to have expensive business tier pricing. If they don't, someone's going to go bankrupt, forcing everyone to re-evaluate their pricing. So, will the AI industry pause their cut throat competition long enough to engender a soft landing with higher margins, or will someone have to crash and burn first?

@PTrubey You realize they already have business tier pricing with per million token API access, right? You mean something else?

@PTrubey True, but would we even be here without OpenAI having released ChatGPT as a consumer product?

@PTrubey Crash and burn first

@PTrubey My guess is that it will take another 2 years for AI to be really really good for most businesses