Subsidized-demand test

Adoption statistics are meaningless while usage is subsidized: a $200/month ChatGPT plan can burn $8-14k of true token cost. The only honest demand signal is willingness to pay per-token prices — and when enterprises were moved to them (March 2026), they revolted (Uber burned its annual token budget in three months). Corollary: "if it was going well, they'd tell you" — undefined metrics like annualized run rate signal the opposite.

Source: report