That’s why Altman is burning the excess on those research projects.
Your take is spot on. Inb4 boosters like echelon come in.
Oversupply is always going to happen- humanity over invests. When has it ever underinvested? Lmao.
(And what you imply is also true, isn’t it - OpenRouter and equivalents will address this demand while also resolving some underlying underutilisation)
But the claims of awful shortages feel wrong when there’s little evidence of radical undersupply for the two big firms who are offering heavily subsidised plans.
It all seems pinned on the idea that some compute-guzzling application users clearly don’t have right now will emerge.