Why Flat-Rate AI Was Always Going to Break (Part 2 of 3)
In Part 1 I laid out what happened to flat-rate AI pricing in March and April. This piece is about why. Once you put OpenAI's inference spend, the projected 2026–2027 US AI capex, and the actual size of the consumer AI market in the same paragraph, the surprise stops being that flat-rate plans are cracking. The surprise is that they held this long.