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by sothatsit 20 days ago
Or, tokens are more like energy and prices will drop over time until they reach some equilibrium.

The big labs are actively moving into the application layer, where they’ll have more pricing power. Maybe that layer will end up with a Mac (Anthropic) vs Windows (OpenAI) vs Linux (open-source) dynamic as well if they can create a moat. But so far it’s pretty easy to move between providers.

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> Or, tokens are more like energy and prices will drop over time until they reach some equilibrium.

In that case, AI companies will never get their money back, leading to a huge crash.