Looks like the Chinese are, again, winning the long game.

There is simply nothing that could compete with their open models. At the same time more and more corps got "AI addicted", so they will either have to pay ridiculous amounts of money, or use the Chinese stuff.

You are right about addiction; the instant gratification is on peak with tools like Claude. I use $200 plan and my token usage for last 30 days is 30M , If I do basic math, it will be equivalent to $1500. Assuming companies get 50% discount, still that cost is too much multiplier.

My usage might be outliner here, but 200->400 is an average case.