These are still at currently subsidized prices. We'll see if they think they're getting $1500/month of value when that buys significantly fewer tokens.
afaik, enterprise plans are not subsidized. its 20$/seat+api pricing. Unless you are saying api pricing itself is subsidized.
True but they will raise prices slowly so people will optimize their workflow so they aren't just throwing as much inference as fast as possible like the current state. Right now you should do everything you wanted to try out because it is cheap (as long as you don't become dependent ... the risk).
The inference prices for very large open models would indicate that Antrophic's and OpenAI's margins are quite large.
I understand current Codex $20 sub is worth about $480 GPT5 api credits.
It's not. They recently forced enterprise customers onto API billing instead of the cheap consumer pricing. Now the pricing is brutal.
There is no evidence that per-token inference prices (which is what Uber is setting a cap on) is subsidized.