Google’s AI triples in price each year.

OpenAI’s flagship model was seemingly subsidized for a while, before rising again.

Anthropic’s AI has been the same price for a little bit & decreased for the most powerful models.

Those are three very different pricing strategies. If we compare the absolutes, the data completes the picture.

Google remains the low-cost player, increasing the price on all its models but still less than half of the competition. Anthropic had maintained a luxe pricing until late last year.

The pricing changes indicate changes in strategy : cuts when cash is plentiful & share matters. Increases when cash is tight & margins matter. The latter is the case for all three vendors now when capex spending continues to set records.