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@FinanceYF5: 1/ The cost of intelligence is collapsing. The price of LLM intelligence has dropped 100-fold in 18 months; this is a fact. But David says pessimists stop there—they miss the second half: as inputs get cheaper, demand expands outward.

X AI KOLs Following · 2026-05-10 Cached

The article notes that the price of LLM intelligence has dropped 100-fold in 18 months, and argues that this cost reduction will drive demand to expand outward, countering purely pessimistic views.

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