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More than $650B due 2030. I don’t understand how it makes any sense that they reduce the price so much, unless they expect seriously such a massive saving and increase in demand from their latest improvements?
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Slower grow, or even shrink in usage? Right now, the promise of a future "everyone will use our models and pay whatever we ask" is what keeps $$ flowing towards OpenAI.
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Supply demand curve is a thing. Cutting price on something does not mean you are going to make less money.
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But they still have to cover compute cost, and they already committed to more than $650B in infra expenses for 2035
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Why assume they are not already making up the compute costs for smaller models?
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Enough for such a massive reduction? If yes that’s really impressive
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