The author doesn't seem to realize that a healthy margin has been built into the inference pricing. Once low cost open source inference providers get their hands on powerful frontier level models, there would be a severe margin compression for OpenAI and Anthropic.

Source: https://martinalderson.com/posts/the-upcoming-ai-margin-coll...

Why do you think an inference provider competing for the same compute as OpenAI and Anthropic gives up those margins rather than giving a modest discount over the frontier for near-frontier performance?