The bet is that compute gets cheap enough before the crunch that it won't matter. You should model it at 10x - but you also need to factor in NPV and opportunity cost. Even if pricing spikes later, the value extracted at today's rates might still put you ahead overall.
The relevant comparison for most enterprise isn't whether $15/PR is subsidised - it's whether it beats the alternative. For most shops that's cheap offshore labour plus the principal engineer time spent reviewing it, managing it, and fixing what got merged anyway. Most enterprise code is trivial CRUD - if the LLM generates it and reviews it to an equivalent standard, you're already ahead.
The relevant comparison for most enterprise isn't whether $15/PR is subsidised - it's whether it beats the alternative. For most shops that's cheap offshore labour plus the principal engineer time spent reviewing it, managing it, and fixing what got merged anyway. Most enterprise code is trivial CRUD - if the LLM generates it and reviews it to an equivalent standard, you're already ahead.