The Year Models Commodified

When AI stops being the differentiator and starts being the substrate

The magic gets cheap. Then it gets very cheap. Then someone from IBM walks onto a stage and admits the spell never mattered. It was the wand all along.

Google cut Gemini prices by 78%. Anthropic followed with a 67% cut. The cost to match a frontier system on standard AI benchmarks collapsed from $4,500 to $11.64 in a year. These aren’t competitive adjust…