Billing Changes of Big AI

- Microsoft has announced that they are ending fixed monthly subscription for Github Copilot and switching to token and model based AI credits. - Anthropic announced that they are ending fixed API subscriptions and will charge based on usage. While fixed pricing is maintained for some use cases and providers, it seems like there is a shift towards usage base billing. How do you think it will affect the demand and revenues for big AI? Do you think it will drastically change how some companies app