Token prices keep getting cut. The headline all month is that AI got cheap. Arvind Jain @jainarvind runs Glean, which sits between big enterprises and every frontier model and watches what they actually spend. He says the bill went the other way. "on a per token basis, they're more expensive, sometimes double or quadruple the rates of the previous models. And then users actually use them to run much longer tasks. So you're spending, like, 10 times, 20 times, more, on a per user basis, than what you were doing last year" Then this. "in the last three months, because AI got so expensive, businesses have started to find it untenable to maintain these AI investments" A year ago he says open source usage was minuscule and carried a stigma. Now he says most enterprises call it a key part of the strategy.