But what does that grassroot adoption look like in practice? Is that a developer spending $250/month on Claude, or is it a local corner shop using it once a month to replace their clip art flyer with AI slop, and the example contract they previously found via Google with some legalese gobbledygook ChatGPT hallucinated?

Giving AI away for free to people who don't give a rat's ass about the quality of its output isn't very difficult. But that's not exactly going to pay your datacenter bill...