Because they’re under tremendous pressure relative to open weight models. Market forces are driving the price of AI to only slightly higher than the underlying cost of the compute inference. Thats the sensible place for things to settle but a terrible thing if you’re trying to build a business on the idea that the model itself should have a change associated with it.

In the short term they have to slash prices to avoid losing market share. In the longer term they need to figure this out as the present path simply isn’t sustainable.