How is the company achieving economies of scale with AI chatbots? The dominant cost is token cost, and even if they're a $1B company, they're not getting that much better of a deal on tokens or GPUs than a regular consumer.

Also, remember that the company is still constrained by having to support real humans who don't have their own AI. They can't just decide not to offer any support at all or or force infinite wait times, or they'd be doing that today.