AI's real customer is developers, not chatbot users
Every platform eventually monetizes whoever actually pays the bills — advertisers for Google and Facebook, and developers for AI. ChatGPT has ~900M users but only ~5.6% pay, while a single developer on a coding agent burns $200+/month in tokens. The consumer chatbot was the demo; the coding agent is the product — and the April 2026 shift by Anthropic and OpenAI from per-seat to usage-based enterprise pricing is the tell.