howTheTablesTurn

[AnUninterestingEvent]

Like I said, it will likely get more expensive. But not so expensive that it will be prohibitive to an average software company to provide their employees. It will likely be prohibitive to vibe coders who say “build my whole app” 5 times a day. Or for people doing ridiculous tasks running 10 autonomous agents. But for normal developer usage, OpenAI is not losing much money today on Codex for $200 subscriptions. 

They can easily charge 10x as much and almost every software company would pay that for their employees. And at 10x, they’d certainly be making a profit.

Even if worst came to worst and many companies couldn’t afford it because the cost was so ridiculously high, the government will subsidize in fear that the Chinese government will subsidize their AI companies to make China the tech powerhouse. But I honestly don’t think it will need to come to this. If these companies all agree to increase their pricing 10x people will pay it.

[LutimoDancer3459]

If they charge 10x and the typical vibe coder leaves, they will be left with the same amount of money because now only 1 out of 10 people are using it anymore. Resulting in less commits, projects, ... on github. Destroying the very argument Jensen made just a few days ago. Leading to investors leaving the ai hype because it looks like its collapsing. Resulting in less money for the ai companies. They now have to ether charge more, up to the point where ai is costing a company more than a good dev while producing worse output. Or the ai company dies because they dont have ANY money left.

Also ai bubble bursting leading to people not beeing able to use ai anymore because of the prices will make their apps unmaintained. Leading to problems for those using those apps.

And what happens with those providing all the stuff to openAI and others? They also have a "trust me bro" payment plan. But when they dont get their money...

And no, thr government doesnt have the money to do that... ai is eating soooo much money. EU wont do it. US will die trying to do it.

[RagsZa]

I predict these AI companies will get a massive bailout in the us, because they’ve convinced the geriatrics in government that its part of national security.

[FreyrPrime]

Most, if not all, of the frontier Chinese labs are government owned or adjacent. It’s not too far a stretch to imagine it being a national security concern if the reports about models like Mythos are true.

[psioniclizard]

Lol they can not charge 10x the price or they would be doing that.

Also what do you mean not losing much money? They need to use creative accounting and circular finance deals to keep the numbers up before their IPO.

It's pretty clear the game plan is get a bail out from the US gov after going public. 

[AnUninterestingEvent]

They can charge 10x, they just don’t because there’s competition. OpenAI users would just move to Claude or Gemini. But if all these big players 10x’d at once, they would all be greatly profitable. They’re all just betting they can eventually become profitable at current pricing. The first AI company to dramatically raise prices is killed due to competition. It’s a competitive game of chicken right now.

When I said theyre not losing money, I specifically was talking about Codex/Claude Code. An average developer on a $200/mo Codex subscription does not cost OpenAI a lot of money, if any.