There may be different thesis out there, but the fact of prices going down definitely doesn't help the case that the major AI labs are are overvalued and need to vastly increase their revenue to stay afloat amidst their contractual obligations.
I honestly don't think there are too many people arguing "AI is actually too expensive to take my job". "AI being too much of a commodity to make meaningful profits" could very well be the case though.
I honestly don't think there are too many people arguing "AI is actually too expensive to take my job". "AI being too much of a commodity to make meaningful profits" could very well be the case though.