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Sean McNamara's avatar

Strong disagree. People do not want to be nickel and dimed for each and every request they send. They will actually over-pay for their services in return for a flat rate. Call it subsidized, call it what you like, the market (other than extremely wealthy businesses willing to invest the OpEx) will not pay for per-token rates.

They said the same thing about the internet 20 years ago, and everyone has essentially unlimited data plans on their smartphones, and actually unlimited cable or fiber, at flat rates. Almost no one buys a metered data plan anymore.

What will happen is that AI research will slow down, investment in new models will slow down, and existing state of the art models will get cheaper and faster. At some point we are going to plateau at the level of gpt-5.6-sol or maybe gpt-6 or gpt-7, and progress on models that are much better than that will come in years rather than weeks or months. Instead, they will focus on making these models more economical to run.

Once they can actually afford (due to hardware improvements, code optimizations, etc.) to charge a "metered" rate around $0.1 per Mtok for something like gpt-5.6-sol, a $200/month plan like ChatGPT Pro would actually be profitable for most users.

It's Kilo and your per-token business model that is written on the next door the reaper is coming for. Not the so-called subsidized plans.

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