The cost of intelligence is collapsing while the distribution wars are accelerating.
In one week, Claude Opus 5 launched at $5 per million input tokens, xAI pushed free Grok add-ins into Microsoft 365, DeepSeek V4 and Alibaba’s latest Qwen image model expanded the open-model frontier, and NVIDIA advanced Cosmos 3 Edge for real-time physical AI at the edge.
As intelligence becomes cheaper and more abundant, the advantage moves away from raw model access and toward distribution, workflow ownership, compute efficiency, and the ability to turn low-cost intelligence into durable user networks.