I'm sure they've got a whole finance department devoted to studying it, so they know better than we, the general public do. $800 to $5000 is quite the spread. Frontier labs have competition with each other and China and third party hosting of open weight models. There is no doubt that we're at the $1 Uber ride point on the timeline, but Uber finally managed to be profitable. Advancements in hardware and optimizations in software, along with patient investors mean that when they do have to start making money, it's not guaranteed that they'll sink. It's not guaranteed that they'll win, either, but I'm not an investor.

The unspoken difficult to talk about detail is so what if it costs $5,000 a month? That's someone making roughly $23/hr. If businesses could get an AI employee that was as capable as someone making $23/hr that was never sick, didn't complain about working conditions, was sufficiently competent, would work 24/7 when asked, could be cloned on demand, could be fired the second the task was done; companies wouldn't have a problem paying $5,000/month, they'd probably pay twice that since they don't have to pay for other stuff like health care or holidays or HR or an office for that AI employee.