The Subsidy Squeeze: How AI Companies Will Monetize Their Losses

Today's leading AI services are running at massive losses, with OpenAI spending $1.69 for every dollar of revenue and Anthropic projecting bankruptcy if growth slows. This unsustainable model will inevitably shift to new monetization strategies—whether through higher prices, usage-based billing, advertising, or enterprise-focused models. Understanding how companies will close this gap is critical for anyone dependent on these tools, as the days of subsidized AI are numbered.