Comment by danny_codes

So they reduce their prices 50x and their revenue drops to $1B a year? And they're supposed to be worth $1T each? If there is an open model offering at the cost of inference + whatever margin you need to stay alive, then as inference falls Anthropic/OpenAI revenue also falls.

What's the end-game? It sounds like in this business, if you are right, your revenues drop every year.