this post was submitted on 11 Oct 2025
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Who is paying? If every workplace needs a $100 or even $1000 per month license then those values are justified.
The people using the AI are training the AI. In 2 years, no competitor can enter the market because they don't know what to do.
Only Nvidia could be overvalued because at some point, OpenAI can design their own chip.
They're all paying each other. That's literally the point this image is trying to express.
What's especially insane is that the companies that are actually providing the service to end users, i.e. Coreweave et al, are not the ones seeing massively inflated prices, contrary to your point about the monthly fees justifying the higher evaluation.
Why should the fronts have inflated prices? The AI companies can squeeze them at any moment.