I don't know if any of the big AI labs have confidence in planning for the long term. For all they know they'll find a new optimization that lets them serve Op

I don't know if any of the big AI labs have confidence in planning for the long term. For all they know they'll find a new optimization that lets them serve Opus class models for half the computing cost next month. Or someone will invent the next OpenClaw and demand will 10x over night.