Note that this reserved capacity now has competition from OpenAI, Anthropic, xAI, Meta, Microsoft, Chinese data centers and so on, all willing to pay premium.
If comapnies keep spending half a macbook neo worth of subscription on AI plans monthly per person, Apple is going to have a hard time competing.
That's a very big if, though. There's been extensive news coverage about companies increasingly trying to move away from tokenmaxxing
Companies are spending even more than that if they’re using the $200 subscription worth of tokens on the enterprise plans too.