> Anthropic is subsidizing their enterprise customers by up to 40 times, and OpenAI up to 70 times

might as well be the other way around with non subscribed token being 50x overpriced, or any combination thereof

also uber was non profitable for the longest time, raking up 31b in losses, on the bet of capturing the market worldwide. scale here is different, but it's also 10 years later, with a lot more volatility and floating cash in the market (voo grew 327% over that period, not unreasonable that round size grew on the same trajectory)