🚨 THE AI BOOM HAS A MASSIVE PROBLEM NOBODY IS FACTORING INTO THEIR PRICING
OpenAI has just cut GPT-5.6 Luna by 80%, from $1 to $0.20 per million input tokens.
Anthropic launched Claude Opus 5 at half the price of its main model.
Pricing for leading US models has dropped nearly 25% since mid-July.
Chinese open models forced the issue.
DoorDash and Airbnb have already changed to reduce their bills, and DeepSeek V4 Flash now matches OpenAI Luna’s performance at half the cost per task.
Every AI valuation assumes these companies will eventually be able to charge enough to cover what they’re spending.
Nvidia alone has just secured $500 billion in funding for AI infrastructure.
Prices falling 80% in a month doesn’t pay for that.
And both OpenAI and Anthropic are planning IPOs with trillion-dollar valuations while doing it.
OpenAI has just cut GPT-5.6 Luna by 80%, from $1 to $0.20 per million input tokens.
Anthropic launched Claude Opus 5 at half the price of its main model.
Pricing for leading US models has dropped nearly 25% since mid-July.
Chinese open models forced the issue.
DoorDash and Airbnb have already changed to reduce their bills, and DeepSeek V4 Flash now matches OpenAI Luna’s performance at half the cost per task.
Every AI valuation assumes these companies will eventually be able to charge enough to cover what they’re spending.
Nvidia alone has just secured $500 billion in funding for AI infrastructure.
Prices falling 80% in a month doesn’t pay for that.
And both OpenAI and Anthropic are planning IPOs with trillion-dollar valuations while doing it.