Databricks leads the way: Token costs to crater as usage explodes
pstAsiatech · x · 2026-08-20
Citing Chamath, this post outlines a three-step AI evolution: experimentation, commoditization of features by leaders, and cost optimization for high margins. Using Databricks as a case study, it predicts that while token consumption will explode, the cost per token will crash because companies won't tolerate rent-seeking behavior for generalized tasks that many providers can perform.
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