What is “the true cost of a token”?
I think Anthropic and OpenAI have found product-market fit
Anthropic are strongly rumored to be about to have their first profitable quarter. Stories are circulating of companies surprised at how expensive their LLM bills are becoming from usage by …
I think Anthropic and OpenAI have found product-market fit
Anthropic are strongly rumored to be about to have their first profitable quarter. Stories are circulating of companies surprised at how expensive their LLM bills are becoming from usage by …
Ways to think about token pricing — Benedict Evans
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?
We Measured the LLM Token Cost of 5 Frontend Frameworks: Angular Costs 38% More Than Svelte | HackerNoon
We measured the LLM token cost of 5 frontend frameworks on identical components. Svelte wins, Angular costs 38% more — and your AI bill feels it.
Amazon seeks cheaper AI alternatives as Anthropic shifts to token-based pricing
Amazon is exploring OpenAI as an alternative to Claude after a renegotiated contract with Anthropic will raise costs through token-based pricing.
Anthropic has surged to a trillion-dollar valuation on secondary markets, overtaking OpenAI.
Buyers are in a race to secure a dwindling supply of shares in Anthropic, driving the AI company's valuation on some platforms to $1 trillion.
It’s not just the vibes that are off inside OpenAI.
It’s the numbers, too, according to a new Wall Street Journal report, which echoes The Information’s claim earlier this month that CFO Sarah Friar has expressed concern about its IPO plans and CEO Sam Altman’s datacenter spending. It also says the company “missed an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year,” and other revenue targets. [Link: The vibes are off at OpenAI | https://www.theverge.com/ai-artificial-intelligence/908513/the-vibes-are-off-at-openai | The Verge]
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth.
Are OpenAI and Anthropic Really Losing Money on Inference?
Deconstructing the real costs of running AI inference at scale. My napkin math suggests the economics might be far more profitable than commonly claimed.
SemiAnalysis on Twitter / X
Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found… pic.twitter.com/1e0zFhbFuo— SemiAnalysis (@SemiAnalysis_) June 10, 2026
distil labs – Cut LLM Costs by 80% with Custom SLMs
Your LLM costs are eating your product margins. distil labs trains a specialized model layer on your workload and serves it behind one OpenAI-compatible endpoint.
OpenAI’s ChatGPT ads business hits $1 billion run rate as Europe gets self-serve access
That figure comes from multiplying current monthly ad revenue by 12, so it's a snapshot of where things stand today.
tokens are getting more expensive
"language models will get cheaper by 10x" will not save ai subscriptions from the short squeeze
