Is there any reason to believe the current subscription models are viable and profitable outside of huge burn rates? Uber rides are now 4-5x what they cost when they were starting up, but uBer was disrupting an entrenched market with extremely high prices. Even today Uber's are still typically less than 50% of what a Taxi previously cost.

If LLMs are disrupting search then they would have to adopt a similar monetization strategy to be profitable. The major issue with that is LLMs are many orders of magnitude more expensive to run that a search engine.