The more optimistic hope is that actual prices continue to drop at the rate they have been and then by the time the subsidization runs out (even if that's not far from now) it's because there is nothing for the chickens to come home and roost to anymore.

After all, a year ago and doing these same tasks would just fall on its face. The hard part of the problem is solved, now it's not even "do LLMs continue to get better" but "do LlMs keep getting cheaper".