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The Coming AI Backlash: The Big Point

Professor Glenn A. Okun

The Rabid Capitalist: The Big Point is a summary of a detailed note available to paid subscribers.

AI providers’ utility pricing model, where users ‘pay to play’ through metered billing, creates predictable, well-documented ‘sticker shock’ leading to an enterprise and consumer backlash. Every metered service in modern economic history has traced the same arc: rapid adoption, surprise billing events, behavioral retrenchment, financial strain, long-term substitution, and eventually political pressure on the pricing model itself. Founders have embraced a foreseeable threat to their businesses.

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