I experience the same with OpenAI, on the $100/month plan. GPT-5.4 is something I still have to challenge: it can bullshit me with bad implementation and add a lot of cruft that costs more time later. GPT-5.5-xhigh is something I have almost complete faith and trust in, it's just smooth. And yet I know the actual token cost of that fully utilized is exorbitant, like as much as an entire salary for a senior developer.

So maybe our CEOs are responding with a lot of foresight and inside information and know that that level of quality is going to be cheap really soon. But barring that, they're going to experience either sticker shock or a slowdown.

I think the real endgame is probably more accurate "models of models" (model routers) that know exactly how to split prompts between expensive frontier and cheap/free local models.