POPA Recon"Token demand growth will need to outpace declining token prices to support continued growth in investment spending. Frontier models are…
"Token demand growth will need to outpace declining token prices to support continued growth in investment spending. Frontier models are currently a key source of demand for hyperscaler compute. However, the rise of competitive open-source models has contributed to a decline in average token prices. Measures of frontier token demand slowed in July..." - Goldman https://x.com/loraclexyz/status/2103599024947523645
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