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The Emerging Market for Intelligence: Pricing, Supply, and Demand for LLMs
- anecon2 10mo agoHow much does intelligence cost? How concentrated is the AI market and is it winner take all? When prices fall, how does demand change and is there a Jevons effect? These questions matter, but actual market data has been hard to come by. We use data from Microsoft Azure and OpenRouter to find out.
- lkbm 10mo agoAlso: The paper: https://andreyfradkin.com/assets/LLM_Demand_12_12_2025.pdf https://andreyfradkin.com/assets/LLM_Demand_12_12_2025.pdf The slides: https://docs.google.com/presentation/d/1xfpubvdduUYznqPe5rZYoAoietcCd5Jbh2RArq2xagQ/edit?slide=id.p#slide=id.p https://docs.google.com/presentation/d/1xfpubvdduUYznqPe5rZY...