Unfortunately the fools holding the bag are going to be those who own index funds when these companies are inserted into them.
replyHow is it a subpar product? I've been very happy with GPT 5.4 and the Codex CLI tooling, as well as ChatGPT web. I'd say product is one of their strengths.
replyWill you be as happy when your $1000/mo of inference you’ve been getting for $30/mo is gonna cost $1000/mo?
replyIt's heavily subsidized.
replyI pay for it, but I don't think it's worth much more than the 20 bucks a month I have been paying.
Once they start charging something that makes sense, I doubt it will be as good.