I mean the companies are delaying the inevitable. We have companies putting limit on the monthly token spend. Just 1% (you see what I did) of the companies can spend fearlessly on AI. In time most of the companies will be burnt out of their funding. I hope AI can make a case to be affordable.
Income by implemented features, losses by bugs and savings by personal. Sticks and stones may break even my bones, but ledger words will never hurt me.
I'm not sure whether Elon's interests are in the model. Maybe the existing distribution channel which is cursor's users?
The whole ai business models seems tough to comprehend. Huge amounts being passed from one player to the other.