It's not obvious the subsidization will end. Loss leaders are a thing. Most enterprise at this point are paying API pricing
To better predict what they'll do with it we'd need to know the proportion of token usage via API vs subscription. Keeping an affordable, slightly unprofitable subscription to get people in isn't a bad idea. They also get marketing benefits from the word of mouth
To better predict what they'll do with it we'd need to know the proportion of token usage via API vs subscription. Keeping an affordable, slightly unprofitable subscription to get people in isn't a bad idea. They also get marketing benefits from the word of mouth