I think the biggest problem is not necessarily the cost to develop & serve the models, but how quickly user behavior changed with token based pricing.

I know a lot of people at companies where the marching orders changed on a dime end of Q1/start of Q2. These are shops that were fully on the "use AI or die (because we will fire you)" train.

Now there's monitoring, reporting, alerting not just on overall cost but on "over-use" of best/priciest models based on total-or-percent tokens/dollars, etc. All of this comes with direct developer engagement & standardized management escalation for holding it wrong.

To me this customer behavior does not smell like a product you can 10x the pricing on to get profitable. We have exited the exploration phase and now ROI matters.