Rumor
Have AI models reached commodity status?
An essay argues that falling prices and surging token use favor platforms that control distribution over benchmark-leading labs.
TLDR
The author says token usage has risen 50% since July while prices have fallen 41%. They argue that if AI models are becoming commodities, labs should partner with other model providers, control the user interface and use customer data to route tasks. In their view, platforms that aggregate usage stand to gain more than labs with a marginal benchmark lead.
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