TLDR AI · DEEP DIVES & ANALYSIS

TOKENS ARE GETTING MORE EXPENSIVE

ethanding.substack.com11 min read

Summary from the TLDR AI newsletter

Models will always be cheaper next year, but users will expect more of them. The goalpost is always moving ahead. Even Anthropic, which has the most vertically integrated application layer on the planet, can't make a flat subscription with unlimited usage work. Companies without a plan are headed to the graveyard fast, as there are no investors writing checks for negative margin businesses. There's no figuring it out later when your AWS bill is larger than your revenue.