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I think the big 3 are cartelizing and starting to ratchet up costs. GPT5.5 is not easily distinguishable from 5.1. I would it be shocked if we hit the ceiling and everyone is quietly positioning for the exit.
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switching models is insanely cheap compared to token cost on anything signficant, this is a take so cynical it misses the reality
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in any corporate or half compliance-relevant setting switching isn't trivial. new DPA, subprocessor notifications, TIA, procurement review, security questionnaires, plus re-running your evals because prompts don't transfer 1:1. token cost is just one of the line items.
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no it really not, even the soggiest bank has multiple api vendors atm.
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I agree with parent. I'm not sure where your stance is coming from.

From what I hear, most enterprise AI deployments are seat-based subscriptions with annual commitments.

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50K FTE global firm. We’re still piloting ChatGPT. AI is a four-letter word and there are ridiculous ceremonies and hundreds of hours of overhead for every trivial use case.

Amusingly, Enterprise credits are more expensive than just paying a zero-commitment on-demand API fee. Personal accounts are still the best value.

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Yes, I work at a 50 person startup and even here switching from CC to codex or cursor would be non-trivial for multiple reasons - not just the annual commitment.
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> now that they have people who built services on their API

People really can’t wait to be the next Zynga

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