Nathaniel Whittemore reviews developments in May and argues that increased agent usage is shifting attention from subscription seats to the cost of tokens and compute. He discusses reported enterprise spending and changes in usage-based billing.
Nathaniel Whittemore considers model efficiency, infrastructure investmentAI infrastructure capital risk is the possibility that long-lived compute investments or commitments lose value because demand, pricing, technology, or utilization changes. and enterprise adoption as possible responses. His claims about future scarcity, pricing and industry strategy are commentary and forecasts.
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