> considerably more than the $200/m I pay the frontier labs.

This is a very rich / developed country privilege perspective.

Where I live, it's not unusual for a monthly wage to be around $200. Of course developer wages are much higher, maybe as much as $1000 a month, but $200 is still a huge chunk of that so it doesn't really matter how much "value" you get out of it if you're no longer able to pay rent or buy decent food.

Even in developed countries, $200 a month is out of reach for all kinds of people who would benefit from it (students without rich families, entrepreneurs, etc.).

Thats great, but the market will always be driven by rich developed countries. I don't think Anthropic and OpenAI is banking on third world adoption in their growth estimates.