Unverified50% confidencePredictionExact time
The blogger infers that OpenAI's previously as-high-as 95% profit margins are being compressed, and this aggressive pricing may mark the end of the AI model subsidy era.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
10/1/2026
First Seen
Valid until: 12/30/2026
Sources
Related Entities
Related Claims
UnverifiedFrom OpenAI's first reasoning model to the next generation of models, AI inference costs have declined by two to three orders of magnitude within two years, while performance has improved significantly.69% similarUnverifiedHistorical data indicates that inference costs for emerging AI capabilities typically decline by 50%–80% within 18–24 months.65% similarUnverifiedWhen DeepSeek-R1 was released in early 2025, its extremely low training cost estimates triggered Wall Street's doubts about the justification for AI capital expenditure, causing significant pullbacks in share prices of chip giants such as NVIDIA.63% similarUnverifiedThe decline curve of AI inference costs over the next few years will be steeper than most people expect.61% similarUnverified多数AI公司目前处于毛利率较低甚至为负的状态，依靠融资维持增长61% similar
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