When people talk about the commodification of inferencing, they imagine a future where everyone has access to frontier models and can run them at the same cost, and what will actually happen is closer to the commodification of _oil_, where only a few companies have the scale to produce it at a competitive price, and advances like this are _why_.

Once models are more or less interchangeable, the price of LLMs will drop to essentially the price of energy required to run them, and the big labs will be able to run them cheaper than anyone else.