For claude shops this was a huge hit. But lets back this up. There are some companies that haven't even built a break-even model at this price because they are funded by investment. As soon as those investors lose patience the first dominos will fall. For those who have somewhat of a business model, will it survive a price increase? The bigger question is do the base model providers have enough runway and have a way to keep going as they need to recover costs.

It's mostly R&D though, not inference. If LLM's effectively become a commodity then they are screwed anyway.