“What could cause it to change? And I think that, you know, there's really only two things is that one is mass competition, which we've been talking about. And, also, if everybody dive bombed the price and it went down by a factor of two or three”
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Token pricing from major LLM providers (OpenAI, Anthropic, Claude) decreases by 50-66% from current levels, or Anthropic's valuation growth decelerates to <50% YoY
Lin Kuo predicts Fireworks' token processing volume will increase 20-100x by end of 2027.
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
Anastasios predicts at least one multi-hundred-billion-dollar (or trillion-dollar) American open-source AI company will emerge.
Harry Stebbings predicts Fireworks could become a $500 billion company.
Rory predicts that PayPal's board will ultimately accept Stripe's acquisition offer after initially rejecting it as part of standard negotiation tactics.
Harry Stebbings suggests OpenAI's hardware project will be paused or cancelled due to the Apple lawsuit.
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