2 ms·
How 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 eff
by anecon2 10mo ago
How 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...