Running an open like Kimi constantly for an entire month will cost around 100-200$, being roughly equal to a pro-tier subscription. This is not my estimate so I’m more than open to hearing refutations. Kimi isn’t at all Opus-level intelligent but the models are roughly evenly sized from the guesses I’ve seen. So I don’t think it’s the infra being subsidized as much as it’s the training.

Tell that to oil and defense companies.

If tech companies convince Congress that AI is an existential issue (in defense or even just productivity), then these companies will get subsidies forever.

I've been assuming this for a while. If I have a complex feature, I use Opus 4.6 in copilot to plan (3 units of my monthly limit). Then have Grok or Gemini (.25-.33) of my monthly units to implement and verify the work. 80% of the time it works every time. Leave me plenty of usage over the month.