Long term it might be hard to monetise those infrastructure considering their competition:

1) For coding (API) most probably will stick to Claude 3.5 / 3.7 - big market but still small comparing to all world wide problems

2) For non-coding API IMHO gemini 2.0 flash is the winner - dirty cheap (cheaper than 4o-mini), good enough and even better than gpt-4o, cheap audio and image input.

3) For subscription app ChatGPT is probably still the best but only slightly - they have the best advanced voice audio conversation but Grok will be probably eating their lunch here