Steve Hou(@stevehou):We are starting to get data with which economists can estimate the price elasticity of demand for AI inference. And whether the worry some has rightly raised that the seemingly unlimited demand for AI was only a result of heavily subsidized AI tokens and the “100x” will be real.

Steve Hou

@stevehou

Something New. @UMICH/@ETH_en/@UVA alum. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya)

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Steve Hou@stevehou

2026.05.16 14:12

We are starting to get data with which economists can estimate the price elasticity of demand for AI inference. And whether the worry some has rightly raised that the seemingly unlimited demand for AI was only a result of heavily subsidized AI tokens and the “100x” will be real.