Looks like they are trying to lessen their high negative cash flows by forcing lower tier users to lesser models - not that Chat GPT-5 is getting rave reviews.

https://bsky.app/profile/edzitron.com/post/3lvvvgutu5k2a

If the "AI bubble" crowd is right (I think they are) the questions is whether the GPU and data center buildout and boost to the GDP will pop like a balloon or be a slow bleed.