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> So intelligence has turned into a utility.

"Utility" is close, but "energy source" may be closer. When it becomes the thing powering the pace of work itself, raising prices is less about charging for access and more about taxing dependency.

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Like every startup ever, they were selling it to you at a loss to compete for market share and are slowly increasing pricing. Duh.
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But the unique thing about AI is that the "world" is depending on it like water, oil, gas, etc. Not just a specific use case.
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So it should be free? What's your point exactly?
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No, that's not my point. My point is that AI looks like something fairly unique in today's landscape: a resource that almost everyone is starting to depend on. It's a bit like the Internet, except usage is metered, and paying more can improve the quality of the result for the same underlying task, such as cybersecurity.

In this context I also imagine we will have greater and greater local models, and the (dependency) ending game is completely unclear.

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It's just computation, which the world already depended on. we're in the mainframe era, but "AI" will go personal, and on-device.
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