You got that right; in this case they are signalling that AI token providers are not going to be able to run at a profit anytime soon.
Not sure if that helps or hurts your argument, though.
Not all power users. Some re-invent the wheel and/or do things inefficiently, and in most cases there's no business incentive to adapt the service to fit the usage patterns of those users, or of other users that deviate from the norm in regards to resource usage.