May: OpenAI and Anthropic will be pushed to raise inference prices
Rob May · Why the 7th Biggest Player in a Huge Market Beats the Winner in a Small One · Apr 10, 2026 · at 14:12
Rob May discusses rising AI inference costs with Sean Weisbrot, predicting future pricing pressure from public markets on frontier AI labs.
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“I think it's going to get worse before it gets better, because my guess is as open AI and anthropic IPO, wall street's going to scrutinize their unit economics. And it's probably going to ask them to raise prices, push them to raise prices on inference.”
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