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by vb-8448 30 days ago
I, and I guess basically everyone here, don't have access to OAI or Anthropic books, and it's really difficult to disprove your statements but:

- AI revenue going up & cost/token are not related metrics, at least not in the way you are assuming - basically all players (except OAI for the moment) struggling with capacity and/or reducing-dismissing subscription based solutions in favour of pay-per-use. If token cost/token was falling, we would see quite the opposite.