This is poorly stated in the podcast, but the underlying point is correct: while cost-per-token is going down, overall token use is way up. This is causing the cost of using LLMs in corporations to skyrocket.

Do you first agree that not only is the cost-per-token going down, cost per task is going down which obviously encourages people to use it more?

If a car company releases a new car with higher mileage, would you suggest that cars are getting costlier?