Benedict Evans:

Current AI market dynamics point to frontier models becoming commodity infrastructure as the token crunch eases, with value shifting to products built on top  —  There are only two things you can say with certainty about token prices: we're in a supply crunch, and this is unstable.

Benedict Evans:

Current AI market dynamics point to frontier models becoming commodity infrastructure as the token crunch eases, with value shifting to products built on top  —  There are only two things you can say with certainty about token prices: we're in a supply crunch, and this is unstable.

Source: TechMeme
Source Link: https://www.techmeme.com/260711/p11#a260711p11