I am betting that the days of these AI companies losing money on inference are numbered, and we're going to be much more dependent on local capabilities sooner rather than later. I predict that the equivalent of Claude Max 20x will cost $2000/mo in March of 2027.
My biggest worry is that the private jet class of people end up with absurdly powerful AI at their fingertips, while the rest of us are left with our BigMac McAIs.