Why do the unit economics require a decrease in inference spend per user? This is discussed at the end of the post. I think this is based on the very strange assumption that these businesses must charge $20 a month no matter how much inference their customers want to use. This is precisely what the move to usage-based pricing was about. End users want to use more inference because they like it so much, and are knocking down these companies’ doors demanding to be allowed to pay them more money to get more inference.