Why would having more costs and less income allow them to pass savings on to the end user?
They already invested in the massive datacentres of GPUs sitting idle. They have fewer users so they can deliver more inference per user - more thinking, larger models.
“We lose money on every rack, but we make up for it in volume!” - Elon Musk, probably
More like they have a less focus on margins and more on cost recovery.
They already invested in the massive datacentres of GPUs sitting idle. They have fewer users so they can deliver more inference per user - more thinking, larger models.