Prediction certainty 4/5 debate potential 3/5

Levie: AI token prices will fall to compute costs plus 10-20% margin

Aaron Levie · DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback · Dec 20, 2024 · at 1:04:46

Aaron Levie, CEO of Box, analyzes AI model commoditization and pricing economics alongside host Jason Calacanis.

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“You eventually have the underlying service with enough competition, you have the underlying service eventually trend toward the cost of the infrastructure. So, so what we should expect is that the price of a token in AI land, you know, basically will be whatever the price of running the computers are. And maybe with like a, you know, plus 10, 20% margin.”

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