it's simple, how much dollars you get out for every dollar put into tokens

as Jensen said, get ready for $1000 per mil token

those for which this price makes sense will push out those for which it doesn't - to lower models or to local models

but those who want to run local models need to compete for hardware with the data centers, which have strong scale effects thus will always be able to out price local hardware allocations - can already be seen now as hardware makers get out of retail business