> Datacenters have massive economies of scale.

Sure. Issue is, no one is providing on how much it actually costs to burn these tokens. And as we don't know, we can only speculate.

> Many say that, but I sincerely doubt they'd actually follow through.

I have a $100 open ai sub and I track my token usage. Last month I spent roughly $2.600 in equivalent API usage. There is no way am paying that. I let my $100 sub lapse if next month I'll be using it less.

Look, I am not saying that there isn't a potential value out there. But the cost has to be bounded. If your opportunity is $1.000 and AI costs $2.000 to execute it, then you don't have a business model here.