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Like every startup ever, they were selling it to you at a loss to compete for market share and are slowly increasing pricing. Duh.

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But the unique thing about AI is that the "world" is depending on it like water, oil, gas, etc. Not just a specific use case.

So it should be free? What's your point exactly?

No, that's not my point. My point is that AI looks like something fairly unique in today's landscape: a resource that almost everyone is starting to depend on. It's a bit like the Internet, except usage is metered, and paying more can improve the quality of the result for the same underlying task, such as cybersecurity.

In this context I also imagine we will have greater and greater local models, and the (dependency) ending game is completely unclear.

It's just computation, which the world already depended on. we're in the mainframe era, but "AI" will go personal, and on-device.

Good analogy, but there's a key difference: mainframes were an institutional dependency, whereas the world's reliance on LLMs is consumer driven, ubiquitous, an uncapped (e.g. spend more on the same "loops"). Completely agree on the second point, though powerful local models are the inevitable next step, and they are arriving fast.

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