The author doesn't seem to realize that a healthy margin has been built into the inference pricing. Once low cost open source inference providers get their hand

The author doesn't seem to realize that a healthy margin has been built into the inference pricing. Once low cost open source inference providers get their hands on powerful frontier level models, there would be a severe margin compression for OpenAI and Anthropic. Source: https://martinalderson.com/posts/the-upcoming-ai-margin-collapse-part-1-glm-5-2/ https://martinalderson.com/posts/the-upcoming-ai-margin-coll...