Thread

1. bryanlarsen · 1790019810 · focus · HN ↗

   Any data center that can remain profitable selling open source tokens at commodity prices will be fine. Any data center that relies on OpenAI/Anthropic level token prices and margins might be in trouble. After clearing their debts through bankruptcy, they'd likely be quite profitable selling open source tokens at commodity prices.

   1. FuriouslyAdrift · 1790022530 · focus · HN ↗

      Eventually these models will get commoditized (we're already at the "good enough" stage for real work), then they will get turned into custom hardware and get 1000x faster, then that hardware will get commoditized (like DSPs) and they'll be everywhere and cost $1.

      1. binary132 · 1790050851 · focus · HN ↗

         It blows my mind that anyone hasn’t grasped that the token pricing game is a race to the bottom forever.

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