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Comment by nickhodge

8 hours ago

Microeconomics may give us a clue

Lack of demand and/or commodity product.

Either doesn't bode well for a multi-trillion dollar valuation for either company.

It doesn't really make sense huh. If they're so resource constrained and tokens are so precious, then prices should go up regardless of how much optimization has been done. You're either struggling to meet demand or egregiously over-provisioned. Which is it?