To me it seems the opposite. There's a few companies in the world that have enough compute to train and serve frontier models.
As the frontier gets smarter and more useful prices will only go up, as they are set to replace jobs being paid six or seven figures a year - the demand for as much inference on these models for as long as possible will be astronomical, but compute starting in 2030 will not be keeping up.
Eventually prices will fall for assistants but the frontier will be the most profitable thing in the world, and the top companies basically already have oligopolies due to their ridiculously expensive compute investments.
As the frontier gets smarter and more useful prices will only go up, as they are set to replace jobs being paid six or seven figures a year - the demand for as much inference on these models for as long as possible will be astronomical, but compute starting in 2030 will not be keeping up.
Eventually prices will fall for assistants but the frontier will be the most profitable thing in the world, and the top companies basically already have oligopolies due to their ridiculously expensive compute investments.