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$200/mo for 20x Max is great value - but it's not sustainable and won't last forever. Microsoft gave up. Anthropic will too. I use roughly $10k/mo - at that price it's absolutely not worth it.

I'm genuinely not sure where the balancing point even is.

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Probably increasing learning rate have some value for these players which is enabled by subsidized usage.

And cost of acquiring learning via users feedback versus additional learning data value for a given company will dictate whether such company will give up or will continue subsidized usage, despite being unprofitable on the paper, but probably really valuable as a long term strategy for GTM and product development and increased learning rates.

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