The bet we (self-hosters) are making is that once these companies IPO, they will be forced to do whatever they have to do to make money. i.e. price increases, more throttling of subscription non-usage-based accoutns, etc.

They are subsidizing all of us to the tune of $billions in losses per month. That can't go on for a decade. Probably not even for another 18 months.

I still use all the tokens Claude will give me on the max plan. But I also run deepseek v4 locally for overflow and for... contingencies.