While part of me sees a world where companies rapidly raise prices to at least be break even, another side sees a world where things from data centers to careers get liquidated at a fire sale. Wiping out investors & careers, lowering cost of doing business for those that survive the burst and keep costs low for end users.

Trying to think through what it’ll cost to use those AI products that remain standing when this is all over? Do they 20x overnight or does that still take a decade, after the Google & AWS of the 2020s truly emerges.