Reminds me of MoviePass or early stage Uber. Everything is revolutionary and amazing when VCs are footing the bill. Once you have to contend with market pricing things tend to change.
Moviepass had to close, but Uber's running a profit these days. The days of $1 Ubers was clearly unsustainable but unless you're inside OpenAI/Anthropic, we're all just guessing as to how much inference costs them to run. Some people have more detailed analysis than others. Most aren't quite so rude and angry as Mr Zitron though, preferring to let their work speak for itself rather than try and get you to go along with their analysis because he's telling you what you want to hear while yelling at you.