CREEPING COMMODITIZATION
06/16/2026 |
In 2004, sending a text cost $0.10, but by 2010 unlimited texting was included in many plans. Now it’s AI’s turn. Google just reduced its entry-level consumer AI Plus plan from $7.99/month to $4.99/month. OpenAI is looking to drop its token pricing to hold market share against Anthropic, which is planning to drop its price. Chinese models remain cheaper. AI is becoming commoditized and at best, postponing profitability.