The tightening of subscription value has already begun. dsv4.1f is already worth paying for at market API prices. Maybe it goes to 2x because apparently no one has figured out how to match DeepSeek's insane caching efficiency, but I don't see it getting much worse than that.
Plus you can also get dsv4.1f subsidized. OpenCode Go gives 4x if I understand their pricing correctly. Anecdotally, I feel like I get way more out of my $10/mo OpenCode Go sub for the price than my $20/mo ChatGPT, even using gpt-6.1-sol high which is very cheap, and I have yet to convince myself dsv4.1f is a worse model.
Plus you can also get dsv4.1f subsidized. OpenCode Go gives 4x if I understand their pricing correctly. Anecdotally, I feel like I get way more out of my $10/mo OpenCode Go sub for the price than my $20/mo ChatGPT, even using gpt-6.1-sol high which is very cheap, and I have yet to convince myself dsv4.1f is a worse model.