OpenAI just paused new subscriptions to their $200 plan. They are in a rock and a hard place. Obviously the Astras and Fables of the world are exponentially more expensive, but for...less than exponential returns. The question is whether they can leverage the marginal advantage into something that justifies the diminishing returns before the bottom catches up to them.

On the one hand you, if you bought a lot of compute a couple years ago (perceived demand, perceived shortage) you are in a good spot temporarily. But the counter to that is that everyone else is becoming more compute efficient so maybe that advantage isn't what people thought it would be. I can almost, almost run DS4.1 Flash at home. 4 sparks can do it at 200+ tokens per second. I have two Sparks, so I am not in the club. Neither is your average laptop owner or gamer either. But your average HN software engineer can probably easily swing 2 sparks.

I could buy four of them for ~20k.

That's like four years of ChatGPT + Claude subscription.

Eight years if only ChatGPT, or sixteen years of the Pro 5x subscription.