It would have to be $60-$80/mo. in value over and above what you could get at the same time with cheap 3rd party inference on open models. That's not impossible depending on what kind of service they provide, but it's really hard.

I use LLMs now and then but not really regularly. I'm nowhere close to paying for a significant subscription today.

The average cell phone bill in the US is $135/mo.

Plans with unlimited talk/text and 5GB+ of data have been available for <$30 for over a decade now.

The AI labs are not worried.