Michael Nicolletos

You've played a bit, you've made a website, you've made a panel.

Everyone has done something with it, but we haven't seen the killer app yet in the AI.

So I think there might be the possibility

that as AI gets commoditized, because now we have a lot of open sources, a lot of open protocols, and you can do a lot of computing for free now.

Maybe the easy way is to use one of the two big applications, but there are a lot of open source models.

So I think that the pricing of the tokens is gonna fall dramatically in the coming months.

And I think that will be an issue

Because the economics will not work as everyone expected.

And there's going to be a gap where the applications will need to start being built in order to realize that value that has been created through producing all this infrastructure.

Okay, I'll put it in simple terms.

You have cloud, you have OpenAI, and either you have a free usage or you have a paid subscription.

Usually, the more you start using it,

you shift to a paid subscription.

And if you use it a lot, you go to an upgrade of the paid subscription.

And if you're an enterprise, you pay a fee for X, Y, Z hours of computation and usage.

And after you've reached that limit or you exceeded that limit, OpenAI and Cloud Tropic charges you more.

So imagine it as having a

a mobile phone 20 years ago.

Now it's unlimited usage and you pay, I don't know, $50 a month for unlimited usage.

I don't know about the fees and the programs.