“unless we have some gigantic leap forward in generating output tokens at one tenth the cost of what they are today, which I suspect we will have”
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Observable reduction in per-token pricing from major LLM providers (OpenAI, Anthropic, Google); measured by published API pricing
Chamath predicts open source competition will derail Anthropic and OpenAI IPOs.
Chamath predicts Anthropic and OpenAI will face massive margin compression from high spending.
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