#1Every AI Subscription Is a Ticking Time Bomb for Enterprise
AI companies are deliberately operating at massive losses to drive adoption — Anthropic users consume roughly $8 in compute for every $1 of subscription revenue. As OpenAI projects $115 billion in cumulative cash burn through 2029 and IPO pressure mounts, enterprises that have embedded AI into load-bearing workflows face a brutal repricing event that could balloon budgets from thousands to six figures annually.