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.
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.