
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.
10 RESULTS FOR “UNIT ECONOMICS”

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.
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.
Artificial intelligence spending is entering the stage where scale alone is no longer sufficient evidence of strategy.

A structured way to decide whether an AI capability should be purchased, customized, or built internally based on differentiation, data, risk, integration, and long-term operating cost.

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

Tax abatements, water rights and two-gigawatt campuses: local politics is the new site-selection moat.
A new cohort is trading headcount for tooling — and rewriting the seed pitch in the process.

Interconnection queues, not GPUs, are the binding constraint on the next wave of compute.
With deterministic tracking gone, CMOs are re-learning reach — and paying for creative again.

A practical framework for connecting AI initiatives to operating outcomes, separating genuine economic value from impressive demos, activity metrics, and productivity claims that cannot be verified.
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