jason

GPT-5.6 pricing at half to one-third of Anthropic's Claude on performance basis; Meta launching paid API for first time with aggressive pricing strategy; medium-term price wars will compress margins across model providers.

Only Amazon (AWS) and Google (Cloud) have successfully pivoted from consumer to enterprise at scale; Microsoft struggles on consumer side; Meta's enterprise push risks distracting from core advertising business that is already benefiting from AI; opportunity cost of resources diverted to unproven enterprise go-to-market.