Generally speaking, B2B prices are rarely supply-and-demand priced in the usual sense.

YC has advised startups in the past that it's easier to sell a single $100k customer than 100 $1k customers.

It would also be relatively surprising to learn that i.e. the Chinese providers are OOMs better at inference than OAI/Anthropic (like their prices would imply if they were in a perfectly competitive market).

Chinese prices aren't really OOM cheaper. Deepseek recently did a big price hike too.