Agents will explode the use 100x or more , so even if you push into your router mix models that dynamically do inference that is 100x 10x 5x cheaper , they are still fine.

In fact spacex story tells you next : investments in infrastructure is the best investment. If OpenAI or anthropic have committed infra in the worst case scenario they can re-sell it with margin .

The only way it will not payout suddenly we wake up in the world where ai fails to deliver . Which does not seems to be the case .