🚨 There’s a massive problem with the AI boom that nobody is factoring into pricing
OpenAI has just cut the price of GPT-5.6 Luna by 80%, dropping it from $1 per million input tokens to $0.20.
Anthropic launched Claude Opus 5 at half the price of its top model.
Since mid-July, the pricing of leading U.S. models has fallen by nearly 25%.
China’s open-source models are forcing this change.
DoorDash and Airbnb have switched to lower their bills, and DeepSeek V4 Flash now matches the performance of OpenAI’s Luna at just half the cost per task.
Every AI valuation assumes these companies will eventually be able to charge enough to cover their expenses.
Only NVIDIA, with #NVDA , has set aside $500 billion in financing for AI infrastructure.
A price drop of 80% in a month can’t pay for that.
And OpenAI and Anthropic are planning IPOs with trillion-dollar valuations.#币圈巴菲特 #NVDA
OpenAI has just cut the price of GPT-5.6 Luna by 80%, dropping it from $1 per million input tokens to $0.20.
Anthropic launched Claude Opus 5 at half the price of its top model.
Since mid-July, the pricing of leading U.S. models has fallen by nearly 25%.
China’s open-source models are forcing this change.
DoorDash and Airbnb have switched to lower their bills, and DeepSeek V4 Flash now matches the performance of OpenAI’s Luna at just half the cost per task.
Every AI valuation assumes these companies will eventually be able to charge enough to cover their expenses.
Only NVIDIA, with #NVDA , has set aside $500 billion in financing for AI infrastructure.
A price drop of 80% in a month can’t pay for that.
And OpenAI and Anthropic are planning IPOs with trillion-dollar valuations.#币圈巴菲特 #NVDA