AI token prices have fallen about 50% every quarter the past few years
this makes competing at the frontier model layer almost impossible because open ai + anthropic have billions in capital + massive compute + state-level backing
but i say let them have that moat
for builders we should probably focus more on value capture instead: what becomes possible NOW when intelligence itself has gotten 10x or 100x cheaper?
examples: AI tutors burning hours of tokens mentoring students, agents doing days/weeks of campaign research, personalised ever-changing products suited to the mood of single users
the opportunity may not be in building the intelligence but in figuring out what becomes unlocked + valuable when intelligence becomes nearly free
together with
@HYS_target Haoyu Si from
@amber_ac_
@Gwenole_M from BNB Chain
@julio4__ from Flashbots sharing about what we building at
@GoKiteAI