The thing is, would the top AI minds rather charge end users 40 to 300$ a month for AI usage of sell a 100$ a year license to run it locally.
I'm far from an expert, but I don't think it's impossible. Future models won't give out vacation ideas, they'll focus on one or two things. This might allow us to get the size down.
Would AI companies rather have $100/yr of license revenue or $480/yr of token revenue at 50% margin? Obviously the latter, by more than 2x? And even larger dollar profit from the higher sub levels you mention.