From the end of the month it will be served profitably by other providers around the world, like Kimi K2.6

Not sure how the economics work for the Chinese models, but DeepSeek did the same task for a dime.

Does it matter? As an end user I really only care about 1) how much I can do in a week, and 2) how long each task takes.

Subsidies would affect 1, but not 2. But if some VC wants to subsidize my Claude or Codex or whatever, awesome.