I think the next cycle of growth will be from increased subscription pricing? Thats what the streaming companies did - start low, keep increasing forever. OpenAI already merging codex / chat and I think most people will have to buy that min subscription or even the higher tier. I am already at the $100/month

I am not saying its a must, but those who are reaping the benefits in someway will end up spending more I guess?

I think they'll take a page from OpenAI's playbook, namely introducing a higher priced tier, and changing the limits on the $100 and $200/mo plans.