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by verdverm
2 days ago
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I was thinking this recently, but I'm not so sure anymore. 1. Open weight models are going to wreck the underlying financials, they will drive commoditization. 2. Mobile data used to be expensive, now we all have unlimited plans. It is a usage/cost commodity as well. 3. While the Big Ai subscriptions end, a new generation of open weight subscriptions are just warming up. |
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It all gets very expensive, very quickly. Sure some customers will pay this, but many, many more are just going to pay per token. It's the same model that made the hyper-scalers like AWS into giant cash cows. Only this time, tokens can be sold to both enterprises and grandma. Grandma never bought AWS, which means the market for convenient tokens is huge.