If the tech plateaus today, LLM plans will go to $60-80/mo, Chinese-hosted chinese models will be banned (national security will be the given reason), and the AI companies will be making ungodly money.
I'm not gonna dig out the math again, but if AI usage follows the popularity path of cell phone usage (which seems to be the case), then trillions invested has a ROI of 5-7 years. Not bad at all.
Develops will be paying, other people that use it for emails or bun baking recipies - won’t.
OpenAI would still lose money if the basic subscriptions were costing $500 and they had the same amount of subscribers as right now. There's not a single model shop who's ever making any money, let alone ungodly amounts.
These costs you are referencing are training/R&D costs. Take those largely away, and you are left with inference costs, which are dirt cheap.
Now you have a world of people who have become accustomed to using AI for tons of different things, and the enshittification starts ramping up, and you find out how much people are willing to pay for their ChatGPT therapist.
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This is literally lies and total bullshit. They’d be making insane profits at those prices.
They don’t have to spend all their cash at once on the 30GW of data centers commitments.
Why go on the internet and tell stupid lies?