Fwiw, the cost per answer, which is what ultimately matters, is going down. In a competitive market with oss and multiple frontier labs, it is hard to maintain a premium long-term.

The big question is how subsidies vs technology improvement will play out. As we saw with Uber, selling at a loss can happen for a very long time, and technology improves relentlessly.

For reference, we publish https://botsbench.com/ that shows time and cost per answer are going down while quality is going up.