This assumes that these companies aren't going to use smaller providers or hosting models themselves. THAT is the great big assumption going into all the Big AI funding.

I think it's a very, very bad assumption. After trying GLM-5 and Qwen3 on Ollama Cloud, not only were they faster than OpenAI's offerings (by a huge amount) it was just as good if not better at doing what I asked of it.

Claude Code is still superior to anything else but GLM-5 and Qwen3 are easily just as good as GPT-5.X (for coding).

Oh, I read it as the number of subscribers would triple, but you're suggesting the price will?

That makes a little more sense, because the number of subscribers are so low that tripling won't really make much difference in terms of turning a profit.

People working in AI companies are the last people I'd trust on price forecasting