Probably not (in the way I imagine you mean).
High prices are a moat.
That moat can be defended as part of “market-inevitability.”
The important customers are institutions with lots of money and institutional scale ambitions…nation states, global corporations, etc.
Those customers do not want competition (and the spread of information not under their control).
AI boom (probably) can't last forever, so yes.
Yes, prices are high because demand exceeds supply, but there are no shortages that have not been followed by supply gluts.
yes.
the real question is, when?
[dead]
Probably not (in the way I imagine you mean).
High prices are a moat.
That moat can be defended as part of “market-inevitability.”
The important customers are institutions with lots of money and institutional scale ambitions…nation states, global corporations, etc.
Those customers do not want competition (and the spread of information not under their control).
AI boom (probably) can't last forever, so yes.
Yes, prices are high because demand exceeds supply, but there are no shortages that have not been followed by supply gluts.
yes.
the real question is, when?
[dead]