Cite a source. Your concrete claim is that, on average, for every $1 of subscription revenue on a monthly subscription, OpenAI and Anthropic were losing $11.50?

It seems completely implausible.

I could believe that if a $20 sub used every possible token granted, it would cost $250. But certainly almost no one was completely milking their subscription. In the same way that no one is streaming netflix literally 24/7.