Consumer AI enters the '$5 Uber' era as VC money subsidizes inference burn
omooretweets · x · 2026-09-20
- VC funding is subsidizing massive token usage across consumer AI products aiming to become indispensable before monetizing
- Companies willing to stomach short-term burn are using cheap inference to squeeze out competitors
- Investor Omri Moor's take: enjoy the subsidized era while it lasts
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