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No longer convinced that’s true. Some of the indebted providers might go under but there is nothing preventing someone from just setting up a new provider and s
by Havoc 19d ago
No longer convinced that’s true. Some of the indebted providers might go under but there is nothing preventing someone from just setting up a new provider and serving tokens debt free. GLM or whatever.
That provides continuous downward pressure on token prices even if it isn’t Astra level
- scott_weber 19d agoAgree model providers can't take much margin, a few percent plus maybe a bit extra from those willing to pay for a "better" model. Upstream is more concentrated: TSMC, NVIDIA, AMD could maybe raise prices and capture more of the value, which would affect open model providers.