In all honesty, what are they going to do... raise prices?

Are we to believe the only reason they aren't making a profit is because of competitive pressure? Why would I believe they don't have the same structural issues as Anthropic? That should certainly be the base case assumption even if there wasn't so much evidence of the same kinds of deals and problems.

They have to raise prices and lower expenses or there's no advantage to being a monopoly. I don't think corporate customers will pay higher prices and I see no evidence that they're actually capable of lowering expenses.

They're welcome to stop training anytime and show us how efficient it is to do inference only.