> I see plenty of deep adoption by junior folks

Where mate? Details?

> From the details on every model so far - each model is wildly profitable over it's amotized time-frame

Is it? Is that why all of them are switching their users from the subsidized flat-rates to billing based on usage?

> hence it's conclusions are a bit off the mark

You're funny - they are spot on and any dreamer who is working for equity in these LLM-wrapper-product companies who dreams of getting rich in the next few years or so, is in for a nasty surprise.