Google AI Ultra

This is the kind of pricing that I expect most AI companies are gonna try to push for, and it might get even more expensive with time. When you see the delta between what's currently being burnt by OpenAI and what they bring home, the sweet point is going to be hard to find.

Whether you find that you get $250 worth out of that subscription is going to be the big question

I agree, and the problem is that "value" != "utilization".

It costs the provider the same whether the user is asking for advice on changing a recipe or building a comprehensive project plan for a major software product - but the latter provides much more value than the former.

How can you extract an optimal price from the high-value use cases without making it prohibitively expensive for the low-value ones?

Worse, the "low-value" use cases likely influence public perception a great deal. If you drive the general public off your platform in an attempt to extract value from the professionals, your platform may never grow to the point that the professionals hear about it in the first place.

Value capture pricing is a fantasy often spouted by salesmen, the current era AI systems have limited differentiation, so the final cost will trend towards the cost to run the system.

So far I have not been convinced that any particular platform is more than 3 months ahead of the competition.

OpenAI claims their $200/month plan is not profitable. So this is cost level pricing, not value capture level pricing.

We are currently living in blessed times like the dotcom boom in 1999 where they are handing out free cars if you agree to have a sticker on the side. This tech is being wildly subsidized to try and capture customers, but for average Joe there is no difference from one product to the next, except branding.

"average Joe there is no difference from one product to the next"

Yeah that's why OpenAI build an data center imo, the moat is on hardware

software ??? even small chinnese firm would able to copy that, but 2 million gpu ???? its hard to copy that

The AI hardware requirements are currently insane; the models are doing with Megawatts of power and warehouses full of hardware what an average Joe does in 20 Watts and a 'bowl of noodles'.