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lukas221 2 hours ago

it's simple, how much dollars you get out for every dollar put into tokens

as Jensen said, get ready for $1000 per mil token

those for which this price makes sense will push out those for which it doesn't - to lower models or to local models

but those who want to run local models need to compete for hardware with the data centers, which have strong scale effects thus will always be able to out price local hardware allocations - can already be seen now as hardware makers get out of retail business

anonzzzies 2 hours ago | parent [-]

But that will tank literally all AI companies immediately as, sure, some will pay it, but by far most won't. Anthropic will be gone in 1 day, so will OpenAI.

lukas221 2 hours ago | parent [-]

you allocate tokens from top down - first exclusivity deals - Citadel pays $10 bil to get exclusivity access to GPT-6 for 3 months before anyone else, then you price it $1000/mil, then whatever compute is not used you sell GPT-5.9 at $500/mil...

elictronic 2 hours ago | parent [-]

AI companies are speed running the old Cable company model.

Hoping your customer base is so old they forget to cancel the subscription might not work so well this time. “Popcorn eating ensues”