Are those $10-20/user/month costs sustainable? As I understand it, a lot of the price tags we're seeing now reflect steep discounts underwritten by massive debt and VC money.

The other thing I wonder about with respect to cost and availability, at least in the U.S., is the fact that our electrical grid is in shambles and there's a ton of deferred maintenance. Even if AI can deliver on its promises, do we even have the infrastructure in place to power it?

These are just two issues; I'm sure there are more, and I imagine Wall Street is taking some of this into account in their analyses.