It is more complicated than that when the valuations and business plans are contingent on those companies AI having complete dominance at every level.
If companies only use frontier models for occasional difficult tasks, not only does that affect volume, it basically elminates stickiness and incentivizes companies to instead of using their products continuosly, find ways to move from the expensive stuff to the cheaper stuff.
It is more complicated than that when the valuations and business plans are contingent on those companies AI having complete dominance at every level.
If companies only use frontier models for occasional difficult tasks, not only does that affect volume, it basically elminates stickiness and incentivizes companies to instead of using their products continuosly, find ways to move from the expensive stuff to the cheaper stuff.