
The Inference Cost Curve Just Bent — and Business Models Will Follow
Another order-of-magnitude drop in token prices is quietly re-pricing every AI product roadmap — and resetting the build-versus-buy math for everyone downstream.
7 RESULTS FOR “INFERENCE”

Another order-of-magnitude drop in token prices is quietly re-pricing every AI product roadmap — and resetting the build-versus-buy math for everyone downstream.
Artificial intelligence spending is entering the stage where scale alone is no longer sufficient evidence of strategy.

AI infrastructure has a water risk because computing capacity is physical.
A product-injury surveillance system should do more than count emergency visits.
The Federal Reserve and Big Tech earnings test different sides of the same AI investment thesis. Monetary policy influences the price of capital and the value assigned to distant cash flows.

Legal and security teams have quietly rewritten the checklist that kept open models out of production stacks.

Interconnection queues, not GPUs, are the binding constraint on the next wave of compute.
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