This seems incredibly obvious to me I guess, because its an industry standard play.

Establish marketshare, then monetize.

And right now, the industry is caught in this feedback loop that seems to inflate the stock prices of everyone involved. AI needs gpu's, which grows the gpu sector, which AI needs, because if its userbase. And then it buys more gpus.

The growth has to stop at SOME point...

I'm waiting for a massive shoe to drop on token pricing. It's unsustainable.