需求无限但价格不一定涨
风险投资家Benedict Evans在a16z播客中表示，尽管AI token需求无限，但定价权并非必然。他以移动数据为例，过去15年数据流量增长1500-2000倍，但电信运营商仍陷入惨烈价格战。他警告当前AI领域存在极端供需不平衡，上万亿美元资本开支涌入后，价格均衡可能重塑。
Benedict Evans says infinite demand for tokens does not guarantee pricing power: "Right now, we're ...
Benedict Evans says infinite demand for tokens does not guarantee pricing power: "Right now, we're in this period of extreme disequilibrium of supply and demand and price and CapEx and capacity. But just because demand for tokens is infinite, that doesn't mean that you can't get to a different price equilibrium." "That's what happened with mobile data. Demand for bits is infinite. It's grown 1500, 2000x in the last fifteen years. But you still got to a supply and demand price equilibrium, and you still got a murderous price war between telcos in most parts of the world." "We're in this extreme scarcity, and then we have a pricing system, and we have a free market, and we have a surge of CapEx and like a trillion dollars of CapEx. So those multiples are going to move around. And then what?" @benedictevans with @eriktorenberg Your browser does not support the video tag. 🔗 View on Twitter a16z @a16z Benedict Evans on Why AI Feels Like the Internet in 1997 Benedict Evans joins Erik Torenberg for a conversation on the state of AI, including how coding agents hit product-market fit, why foundation models should be thought of as infrastructure, the value of vertical products, and more. 00:00 Intro 00:44 What's changed since last year 05:53 OpenAI vs Anthropic strategy 10:31 The pricing crunch & platform history 22:48 What comes after coding 38:18 AI & the future of enterprise software 48:43 The CapEx problem 55:07 Will models become commodities? @benedictevans @eriktorenberg Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 5 🔄 6 ❤️ 29 👀 9553 📊 9 ⚡