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Current AI market dynamics point to frontier models becoming commodity infrastructure as the token crunch eases, with value shifting to products built on top (Benedict Evans)

Techmeme 11 July 2026 8h ago
Current AI market dynamics point to frontier models becoming commodity infrastructure as the token crunch eases, with value shifting to products built on top (Benedict Evans)
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Benedict Evans : Current AI market dynamics point to frontier models becoming commodity infrastructure as the token crunch eases, with value shifting to products built on top — There are only two things you can say with certainty about token prices: we're in a supply crunch, and this is unstable.
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