“I would recommend that people move very quickly because right now you can get OpenAI credits dirt cheap, and I don't think it'll be like that forever. They're just doing user acquisition right now on their end.”

OpenAI credits are dirt cheap right now — this margin window won't last

AI infrastructure providers are subsidising inference to capture developers — the same playbook every cloud has run. Margins on AI wrappers are temporarily inflated, so the founders moving fastest into the gap capture the most. Building 'when the dust settles' means waiting for 30% margins instead of 90%.