I called this last year: https://digitalseams.com/blog/the-ai-lifestyle-subsidy-is-go... .

I see it as no different from the previous generation of consumer startups burning money - as Derek Thompson wrote,

> ...if you woke up on a Casper mattress, worked out with a Peloton, Ubered to a WeWork, ordered on DoorDash for lunch, took a Lyft home, and ordered dinner through Postmates only to realize your partner had already started on a Blue Apron meal, your household had, in one day, interacted with eight unprofitable companies that collectively lost about $15 billion in one year.

Everyone called it last year and the year before.

The conversation around AI being cheap now started when ChatGPT launched in 2023