AI companies are offering users low prices that won't last, according to May Habib, CEO of Writer. The industry is shifting towards the infusion phase of cheap AI, with companies like OpenAI, Google, and Anthropic focusing on the computing that answers questions. However, despite this, there are still negative margins for AI labs. OpenAI is projected to burn $14 billion in 2026, up from $8 to $9 billion in 2025, while Anthropic's margins have risen from -94% in 2024 to about +40% in 2025 due to higher than expected inference costs. Despite these discounts, OpenAI and Anthropica are still losing money. Despite this, public investors are demanding growth and expanding margins. The costs of AI will continue to decrease, but total spending will need to rise if AI companies become profitable.