[bilater]

I’m so sick of this scarcity mindset.

We will have better and cheaper intelligence in the future than we have now. This is not Uber. Inference is profitable for these companies. Looking at API pricing and assuming that reflects the cost basis is dumb.

It costs less for OpenAI to serve GPT-5.5 than it did to serve GPT-4. An H100 is more valuable today than it was five years ago because it can serve more intelligence per token.

Jevons paradox and short-term crunches may cause some swings, but the value of a token keeps increasing while the average token price decreases.

Chinese models are already a fraction of the cost, and we will have a mythos/fable-level open-source model by the end of the year. There is no “gotcha” where every AI company rugs you in unison.

Stop trying to figure out how this screws you. Start figuring out what cool shit you can build with it.