And OpenAI has a TRILLION dollars of promised spend with various hyperscalers, Oracle being one of the biggest. This doesn't bode well for AI in general as it's an admission that it's just not that useful, we are NOT "curing cancer" and likely never will.
IT budgets are fixed, not infinity growing like clowns such as Altman want people to believe.Palo Alto Networks CEO Nikesh Arora warned that token costs need to drop as much as 90% to promote large-scale artificial intelligence adoption.
“I think 54% is a good start,” Arora told CNBC’s Seema Mody on “Squawk on the Street” on Thursday, after OpenAI CEO Sam Altman told CNBC that the frontier lab’s latest model is 54% more token-efficient for agentic coding. “I think we probably need another turn at it.”
Arora said token efficiency needs to drop to as much as 20% over the next 12 months, and 90% by the following year.