POPA ReconCitadel Securities on Tokenomics (not the tokenomics you wanted to see)
Citadel Securities on Tokenomics (not the tokenomics you wanted to see) Citadel argues AI adoption is shifting from what models can do to what their inputs cost, with the falling Silicon Data LLM Expenditure Index signaling users substituting toward cheaper, more efficient models where frontier capability isn't required They see a bifurcation forming - inference-heavy frontier work concentrating among a few firms with the balance sheets to absorb the cost, while broader productivity gains come from embedding AI as a cheaper complement to human labor rather than autonomous agents "running eve…
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