$META Muse Spark and $GOOGL Gemini cost just ~$0.40 per AI task versus $2.34 for Anthropic Opus 5 showing a nearly 6x gap in the cost of intelligence.
The advantage for Google and Meta is that they can monetize AI through Cloud, ads and commerce giving them a ton more flexibility to price models aggressively without relying entirely on subscriptions.
I also think AI agents will start choosing the cheapest model that gets job done which puts pressure on premium models to justify their pricing while more of AI value shifts toward companies controlling AI infrastructure and distribution.
The advantage for Google and Meta is that they can monetize AI through Cloud, ads and commerce giving them a ton more flexibility to price models aggressively without relying entirely on subscriptions.
I also think AI agents will start choosing the cheapest model that gets job done which puts pressure on premium models to justify their pricing while more of AI value shifts toward companies controlling AI infrastructure and distribution.