It's just matter of time that price become so high that Enterprise cannot afford these tools unless they self-host open models. Only problem is open models are coming from China and not many countries trust that to use inside companies. How will it play?
Looks like the Chinese are, again, winning the long game.
There is simply nothing that could compete with their open models. At the same time more and more corps got "AI addicted", so they will either have to pay ridiculous amounts of money, or use the Chinese stuff.
You are right about addiction; the instant gratification is on peak with tools like Claude. I use $200 plan and my token usage for last 30 days is 30M , If I do basic math, it will be equivalent to $1500. Assuming companies get 50% discount, still that cost is too much multiplier.
My usage might be outliner here, but 200->400 is an average case.
Comments
It's just matter of time that price become so high that Enterprise cannot afford these tools unless they self-host open models. Only problem is open models are coming from China and not many countries trust that to use inside companies. How will it play?
Looks like the Chinese are, again, winning the long game.
There is simply nothing that could compete with their open models. At the same time more and more corps got "AI addicted", so they will either have to pay ridiculous amounts of money, or use the Chinese stuff.
You are right about addiction; the instant gratification is on peak with tools like Claude. I use $200 plan and my token usage for last 30 days is 30M , If I do basic math, it will be equivalent to $1500. Assuming companies get 50% discount, still that cost is too much multiplier.
My usage might be outliner here, but 200->400 is an average case.
Many people trust China more than US
US investors can't afford price being too high tho. This thing would wipe trillions if they make prices a lot higher. Interesting times ahead
Yep, it is their responsibility to make all of this worth caring about.
Hence the only other path: slow, constant enshittification of the models' performance