They're using the ride share app playbook. Subsidize the product to reach market saturation. Once you've found a market segment that depends on your product you raise the price to break even. One major difference though is that ride share's haven't really changed in capabilities since they launched: it's a map that shows a little car with your driver coming and a pin where you're going. But it's reasonable to believe that AI will have new fundamental capabilities in the 2030s, 2040s, and so on.