My theory:
if it ever happens that enterprises improve productivity using LLMs (which I doubt), chatbot vendors will just raise the subscription price to collect the suprlus, absorbing all the gains.
There is no way to win anything from this tech.
concur
i did a talk to a room of rich people on Wed (it was great fun) and there was the guy bragging how he was using so many tokens and they were so much cheaper
he wasn't happy when i asked him if his monthly bill was going down or up, and if it was ever going to go down
he also wasn't happy with my thesis the crash is next year at latest
good chat after tho
May 29, 2026, 2:36 PM@davidgerard
I don't understand the "tokens are getting cheaper" narrative when everybody's monthly bills are only going up. Is that like a religious belief?
@njoseph @thinkb4coding @pluralistic tokens *are* getting cheaper, but also you're using a lot more of them
also not that much cheaper, blackwell hasn't been a good nvidia generation for yield, so they're not *that* much cheaper
May 29, 2026, 3:09 PM@abucci @njoseph @thinkb4coding @pluralistic literally a burner given the heat output
the 5090 uses 900W
I remember when the high-end card used 600W
@davidgerard @thinkb4coding @pluralistic
Guys like this are gonna scramble when one day their chatbot subscription just... stops. Company folded, servers all down.
Redesigning your workflow around another company's volatility is fucking insane.
@ralfmaximus @thinkb4coding @pluralistic I KNOW RIGHT
after the subsidy runs out and the APIs 10x in price, a lotta these guys will say they were always sceptical of it
(there's a reason Ed Zitron collects their fucking names)
@davidgerard @ralfmaximus @thinkb4coding @pluralistic
In this morning's Better Offline monologue @Zitron is in his excoriating glory as it's coming home to roost *hard*. *Nobody* has any way of tracking their ROI
I happy wiggle danced throughout