The thing about subsidized pricing: It always ends. You know how much Anthropic loses on every $20 Claude subscription? People are guessing $150-180/month in actual compute. Venture capital covers the difference. For now. So what do you do? You build your entire operation assuming that pricing stays. Then it changes. And you scramble. This is why owning local models is picking up traction. Local models scale to zero marginal cost. API calls stay capped. The business survives price increases because it's not dependent on them. Subsidies are a feature not a business model.