This is hard to say definitively. The new Nvidia Vera Rubin chips are 35-50x more efficient on a FLOPS/ megawatt basis. TPU/ ASICS/ AMD chips are making similar less dramatic strides.

So a service ran at a loss now could be high margin on new chips in a year. We also don’t really know that they are losing money on the 200/ month subscriptions just that they are compute constrained.

If prices increase might be because of a supply crunch than due to unit economics.