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For OpenAI and Anthropic, the token subsidy battle has only just begun.
And for AI companies, turning a profit after cutting costs through marginal effects doesn’t seem very realistic either.
Unless they achieve a step-change technological advantage of at least 2 levels, it’s unlikely that dominance or a high market share will translate into profitability.
However, for users, this subsidy is definitely good news to some extent—who wouldn’t want to enjoy 400u of actual computing power for just 20u?