LLM Inference Marginal Price Drops But Cost Doesn't, Fueling AI Bubble

paulabartabajo_ · x · 2026-08-02

A developer pointed out that due to competition among AI labs and the rise of open-weight models, the marginal price of LLM inference is dropping. However, the actual marginal cost of providing inference remains unchanged. This divergence between price and cost is further inflating the AI bubble.

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