Anthropic is probably the only AI company that is trying to stop absolutely hemorrhaging money and reach profitability and financial sustainability.

They aren't far off - they burn a tiny fraction of the cash of OAI and achieve similar ARR despite this - but as they tighten the belt it's inevitable that companies like OAI come in and offer more subsidized (unsustainable) inference to get people to switch. They will inevitably do the same "rug pull".

It'll be interesting to see how this plays out.

The winner will be the last man standing. The company which is able to continue subsidizing tokens after all others have been forced to throttle and raise prices. Soak up the market share, wait for your rivals’ investors to get cold feet, then raise prices the morning after the last one folds. (It’s Google it’s always been Google)