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High inference prices attract competitors and engineering effort, and as chips, serving software, and model efficiency improve, tokens per task fall and overall costs compress, enabling much larger usage.
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See all →Prioritizing strict margin targets too early forces resource constraints that curb experimentation and speed, which slows innovation during a hypergrowth phase.
Fast model releases and frequent new hardware SKUs make older chips lose value quickly, which shortens the effective economic life of infrastructure and makes build-versus-buy timing much more risky.
