[thinkingemote]

I'm also interested in this question, am not interested in profiting just curious about the future. Other HN users gave these answers:

"If the price of inference drops through the floor all the AI wrapper companies become instantly more valuable. Cursor's agents suck ...but their position would get much better with cheap inference." (edited)

"Buy the application layer near winners. When computing costs shrink, usage expands."

"massive Oracle Crypto Farm"

So the answer seems to be: 1. look at what is being priced out now, as this will be cheaper later. 2. Assume the big players will shrink and the smaller players will grow.

If crypto fills the gap I think we could also see a devaluation in coins?

If the data centres stop using so much electricity, will supply of electricity increase and so the costs will decrease?

Personally I'm looking forward to cheaper consumer GPU cards.