DEVOURED
Cracks in the AI Thesis Part 2
Falling AI model prices may be outpacing volume growth, potentially signaling a cooling effect on the industry's rapid scaling narrative.
What: The author notes that while AI model inference costs are decreasing, overall market volume growth is not sufficiently compensating for the lower price points, driven primarily by standard models rather than open-source or foreign alternatives.
Original article
The price of AI is coming down. However, volume growth may not be large enough to counteract the effective decline in prices. The models driving volume increases are relatively cheap, standard models. These trends do not appear to be driven by the adoption of open-source models or Chinese models.
Explore all 54 articles in today's digest
Fresh dev news, AI-digested daily. Never miss a trend at devoured.fyi