> They do need to start making money, but I don't think anyone has a plan as to how they are going to do this.

Doesn't this just mean price increase ? What is not clear is how much the price needs to increase for AI companies to break even some time. 3x increase ? 10x increase ? Even more ? No one seems willing to give a clear number.

You can only increase the price so much. With every price increase you're going to lose customers, which could lead to further price increases.

I'm not entirely convince that the AI companies can raise prices and keep enough of their customer base to make their current strategy commercially viable.

They could also lower their production cost, but that runs counter to building/buying new datacenter capacity. Realistically I think they need to look for applications where cheaper models are just as good and niches that where the ROI on AI is more clear.