While I remember $5 Ubers fondly, I think this situation is significantly more complex:

- Models will get cheaper, maybe way cheaper

- Model harnesses will get more complex, maybe way more complex

- Local models may become competitive

- Capital-backed access to more tokens may become absurdly advantaged, or not

The only thing I think you can count on is that more money buys more tokens, so the more money you have, the more power you will have ... as always.

But whether some version of the current subsidy, which levels the playing field, will persist seems really hard to model.

All I can say is, the bad scenarios I can imagine are pretty bad indeed—much worse than that it's now cheaper for me to own a car, while it wasn't 10 years ago.