publisheddirectional thesisLONGyoutubenot an explicit trade
OPENAI directional thesis
10x token demand against 90% cheaper output tokens, with $10B revenue per gigawatt, scales the leading model lab.
$658.38entry snapshot
pendingcurrent snapshot
— pendingsince mention
“I think you're going to see a 10x in the demand for tokens, but I also think you're going to see a 90% price reduction in the cost of an output token, probably by the end of this year.”33:58claim_id
mcl_6561c16ce4e8ea1526open evidence ↗Classification directional thesis
Human-reviewed public claim.
Evidence span 33:58
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