I think that implies they're seeing unusual new subscription demand, yes? That's how I'd read it, not least because I worked through four resets this week on Astra, which is un unbelievable amount more inference than I've wanted from openAI really ever, and the highest ratio vs. claude since opus 4 at the very least, probably farther back.
I think there are few moats in the engineering use case, and a single new model can absolutely drive compute demand.
I think there are few moats in the engineering use case, and a single new model can absolutely drive compute demand.