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Re:How the AI Bubble Bursts by noelsusman on Monday March 30, 2026 @09:38AM (#47574157)
That analyst was talking about subsidizing tokens through the subscription plans, which is a different claim.
Re:How the AI Bubble Bursts by infecto on Monday March 30, 2026 @09:59AM (#47574447)
Ty for sharing and agree. I think there is confusion with some folks in the comments for this post confusing inference profitability and plan profitability. Most plans as we can tell are probably teetering the line of profitability and that’s why we have seen some like Cursor really tighten how many tokens you get.