It's all speculation.
Reality is Fable is x2 price increase against previous.
GPT5.5 is x2 price increase against previous. And after the last week reset, codex is hungry for your sub allowance.
Everybody can see that the massive raises are not matching the revenue, at all.
It's a surprising headline. Yes it does make sense to cut the price to gain market share, but it also make sense to keep it at a sustainable level, which seems to not have been reached yet.
Opus 4.8 cost 2x than 4.7 But to compensate for that Claude Code limits wete doubled
This was a week after deepseek slashed prices!
Fable is twice the size of Opus from what I gathered. So I'm not sure if 2x price translates to 2x profits as well.
Not sure about GPT but it seems plausible they've also been increasing the model size with recent releases. (Progressively training a bigger model and easing into a profitable price range for that model scale?)