Tomasz Tunguz, MD @ Theory
AI model pricing is collapsing fastest in the middle market, not at the frontier. Demand follows a normal distribution favoring capability-per-dollar over peak performance, forcing pricing dynamics that could commoditize the entire market as intelligence costs plummet.
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Topics: AI (Horizontal) · AI Infrastructure · Venture Capital & Startups
Published by Tomasz Tunguz · their site ↗
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