quote: Jevon is an offset and total demand is rising… until it hits physical constraints of hundreds of delayed or cance | Hanami
quote: Jevon is an offset and total demand is rising… until it hits physical constraints of hundreds of delayed or canceled data centers. | OpenAI slashed token prices in half when the Chinese open model flood hit, and sparked the July chip rout. It then delayed its IPO.
Now, Anthropic token prices have also been cut by 50% in the past month (still higher than OpenAI).
Where's the bottom?