Before AI that is.
In cpu compute margins are high and there is a lot of excess compute, you can give some away and make money.
In the age of AI this is gone. These companies have taken on huge debts. The operating margins are going to crash as interests increase. AI enabled fraud is going to make stolen service even more common.
That may be true, but I don't think it really affects the point. "Make people use our services accidentally and then force them to cough up" is just never going to be a good business plan for AWS. AWS makes money selling to big customers who willingly come back for more. AI might make it harder for AWS to turn a profit, but it's not going to make a lack of hard usage caps suddenly become central to AWS's business strategy.