Elena predicts that LLM costs will decline significantly, allowing providers to maintain or lower prices while improving margins.
“I fundamentally believe that they think that LLM's costs are gonna have to come down to the point that they're not gonna have to raise the prices, but they're gonna start getting the margins to actually make those prices make sense for them and potentially lower it even further.”
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Our resolution criterion
disputableMeasurable by tracking LLM API pricing from OpenAI, Anthropic, and others over 2-3 years; prediction is correct if prices decline or stay flat while provider margins improve.
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