They have something like 80% gross margins, are at a $100B/yr ARR, and are growing at 10x per year... If that keeps up, they're going to be doing more revenue than Google in a year ($400B ARR, 20% per year growth)
I don't think you're right about that last prediction, at all. And new use cases are opening up as these get smarter. I think things are going to get pretty weird.
But the point was that it really doesn't look like they're losing money on users, on average.