OpenAI CFO says 80% Luna price cut drove a 10X usage surge

Beth_Kindig · x · 2026-09-15

OpenAI CFO Sarah Friar said the company recently cut the price of its Luna model by 80%, which drove a 10X increase in usage — another data point on the extreme price elasticity of LLM inference. The post ties this to NVDA/AMZN/MSFT/GOOG investor discussion.

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