Post #3767472

#bubblewatch update: I boosted this separately, but I really want to encourage you to read this clear eyed discussion of the costs, demand, and pricing models for #AI > Ways to think about token pricing. AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won’t they end up as low-margin commodity infrastructure? https://www.ben-evans.com/benedictevans/2026/7/9/ways-to-think-about-token-pricing