> Prices will drop as more AI code assistants get more adoption.

What's the reasoning behind this? They are already doing the efficient "economies of scale" thing and they are already at full capacity (hence rate limiting).

The only way forward for this AI providers is to raise prices, not lower them.

The more AI assistants there are which are roughly equally competent, the more price becomes a factor. Mobility between providers is quick, it only takes one company willing to burn a lot of cash to win users or strategically hobble a competitor to start a price war. Maybe I'm wrong, but intuitively it feels like this will be the probable endgame.