AI's "Low-Cost Carriers" Are Eating The Frontier Labs Alive; Citadel Securities Says Tokenomics 2.0 Is Here And Margins Are Getting Destroyed
Open-weight models drive significant price drops while expanding token volume, indicating that overall inference demand is accelerating despite competitive pressures on proprietary providers. This trend highlights the growing economic impact of open technologies on global AI infrastructure costs.
Source: zerohedge.comPublished on 2026-10-29
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