AI companies are subsidizing access the same way Uber subsidized rides and AWS subsidized compute in the early days - burning cash to grab market share. You're getting GPT-4 and Claude Opus level intelligence at a fraction of what it actually costs to run. That won't last. When unit economics have to work, prices go up and the cheap development era ends.
So the question is: what can you build right now, while the cost of intelligence is artificially low, that becomes durable and defensible once the subsidy disappears?
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