AD Adam Mosseri
@mosseri The cost of a fixed level of capability is collapsing — Epoch AI puts it at about 13x per year. And there is no loyalty: usage swung to Astra at launch, then to Opus 5.5 weeks later. No lock-in means new entrants can win on model and price, and incumbents cannot count on anyone staying. My bet: within a year the frontier gap for most use cases stops being perceivable. Then we learn who is paying for performance, and who is paying for the badge.