All that money being spent on NVidia GPUs has to become tokens which will be bought by a business.
Many of those AI businesses are making those LLMs do something useful, which makes sense.
But right now nobody has an idea how much a single token really costs.
Once the CAPEX has to start showing some real cashflow positive numbers, it's likely that the token prices will go up, margins will compress and a lot of businesses will go bankrupt.
Of course, if this even stops. We could keep going on forever if AGI/ASI arrives, then all our previous ideas about economics which is based on human labour mostly is outdated, and we will need to figure out new economics!