I feel like the dropping cost of using AI doesn't tell the full story - I feel like I'm using agents easily a hundred to two hundred times more than I used chat interfaces. The build-out seems entirely reasonable if we believe that there's going to be a similar increase in usage through the rest of the economy as user interfaces are figured out for these models.

its going to get cheaper but the new hardware will still be out of limits for consumers and they need to provide returns on the shares aka wealth transfer from taxpayers + subscribers to shareholders.

but even by some miracle they get to 60% margins are there even enough subscribers to make OpenAI as profitable as Microsoft?