I am not shocked. Most people are thinking about AGI backwards. This is not a zero sum game. The long game here is creating abundance out of scarcity.
If corporations start buying real enterprise token usage licenses at scale (think wall st, law firms, oil and gas,
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices.
Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined.
$100b plus in year-end
