Tokens Are Perfect for Shrinkflation — and Anthropic's Opus Pricing Shift Pressures OpenAI
StewartalsopIII · x · 2026-09-28
The author notes "tokens" are infinitely inflatable/deflatable — ideal for shrinkflation. He reads Anthropic's more realistic pricing with Opus 5.5 as a sign it accepts it may not escape commoditization, which puts huge pressure on OpenAI — a virtuous circle for users.
More from Venture
- Banking built on artificial friction — agents will take it to zero — ai · 2026-09-28
- Musk: SpaceX did orbital reuse, Starlink, Dragon on just $10B — elonmusk · 2026-09-28
- Dell up 338% YTD as AI compute stocks deliver huge gains: MU, INTC, AMD — firstadopter · 2026-09-28
- FTX's unliquidated portfolio would be worth ~$206B today, with Anthropic up 340x — panickssery · 2026-09-28
- Ackman vs quant: AI compute demand may break the Fed's inflation playbook — Afinetheorem · 2026-09-28
- Selling tokens to Fortune 500 is DOA — outcome-based pricing wins, says Gokul — sanjaykalra · 2026-09-28