Ok half was an exaggeration, but I think $10 might make quite a lot of them jump to Claude. Or DeepSeek. Remember, we're talking about a global user base here.

I settled on GPT Plus/Codex for my own work, while my employer settled on Claude on Bedrock (where I am, according to their metrics, using about $20 of compute a day, so I can believe that GPT Plus is a loss-leader). If I hit too many 5-hour timeouts I'm not jumping to Pro I'm jumping to Claude.

(Funnily enough, I just hit one. It'll reset in... three hours. I wasn't even hammering it, just writing some tests. I think I'm gonna just go reactivate my Anthropic account for a month).

I'd agree that $10 can and will make users switch to a different provider. Just as streaming music services are all price basically the same, as to avoid users just jumping to the cheapest, I think the AI companies will find a suitable price point for consumer AI. After that they'll just settle into a system where when one raise or lower their price, the rest will follow.

Those who benefit from using and LLM will continue to pay for one, regardless of provider, regardless of the price being $20 or $50.

The global aspect is interesting, because $50 is a lot of money for most of the global population. The AI advocates claim to be getting more hundreds, if not thousands, of dollars of value from their subscription. In the poorest countries that should make an even greater difference, but that assumes that they can get those first $50 and that the value is actually being generated.