The question is, will anyone pay enough for Mythos to offset the opportunity cost of offering that much Opus? You don't want to end up in a spot where you don't have enough compute and your service's reliability degrades to an unusable state like xAI.

And then the bubble would collapse. Corps are already putting limits on token usage across the board because of costs. Increasing costs would significantly contract the hype bubble.

Sort of, but valuation models depend on X being in a certain range. If it > this range, revenue and therefore valuation are impacted.