> And we haven’t even got to the part where AI consumer pricing corrects to realistic models. Once that hits, companies will drop AI like a hot potato.

That ship has sailed. If you're a mid-sized company, with the resources of a mid-sized company, you'll always be able to download Deepseek's new Flash model and run it on your own hardware.

With all of the competition out there, prices arguably can't rise much further than they already have.