Comment by lelanthran

> But we’re also running full speed into an ecosystem controlled by 2 or 3 major companies.

We aren't, though. They think we are :-/

The reality is that tokens are the second-lowest value link in the AI value-chain (the lowest-value item being electricity).

These providers are operating low down in the value chain; they are trying to sell a fungible, easy replaceable and (if hardware price trends is any indication) easily self-hostable.

They have no secret sauce, no moat. If they jack up the prices, their users will simply move to the next provider, and repeat ad nauseum as long as VCs want to subsidise in the hope of a landgrab.