Every loss-leader has an expiry. AI subscription pricing is no exception.
Last week I left a comment under Melissa Rosenthal's LinkedIn post on AI subscription economics, asking (for a friend *wink*) whether the subsidised rates we are all currently enjoying might persist for super-users outside the enterprise pipeline.
Rosenthal, a former Global vice president of creative at BuzzFeed and chief creative officer at ClickUp who co-founded influence agency Outlever, had laid out the numbers in unsettling detail.
Her answer to my question was a qualified yes. Rosenthal’s sense is that the freebies might survive in some capacity, but not in a way that affects earnings or Wall Street expectations once OpenAI and Anthropic head for their IPOs.
Her State of Brand article pulls together a series of admissions that have leaked out of the AI labs in recent months.
