Token pricing - Another Podcast

What this episode covers

AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won’t they end up as low-margin commodity infrastructure?

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How long is this episode of Another Podcast?

This episode is 23 minutes long.

When was this Another Podcast episode published?

This episode was published on July 15, 2026.

What is this episode about?

AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won’t they end up as low-margin...

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