Only individuals and very small businesses are getting subsidised subscriptions now

How is not a single AI company profitable then?

it’s still super economical and cost efficient to use even frontier models at API billing rates compared to humans.

No

A human can work all day on debugging a software defect, or Opus can find the root cause in ten minutes for $20

Yeah or it can delete your prod database without asking you. Additionally the heavy use of AI can lead to comprehension debt meaning no one can understand it. AI is good if it has the data but usually the data is not only code it’s Kafka and infrastructure and other ongoing outages that may be related and logs.