They are feeling the burn on cost of inference. All of them ...

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hex

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nevent

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Kind-1 (TextNote)

2026-03-18T04:41:26Z

↳ 回复 c21b1a6c... (npub1cgd35mxmy37vhkfcmjckk9dylguz6q8l67cj6h9m45tj5rx569cql9kfex)

Idk what but claude has done something to their models and they've been suckinng a lot more lately.

They are feeling the burn on cost of inference. All of them are doing it, and have been, but much worse lately.

Do you know how subsidized our tokens are? The providers are wildly debt subsidized themselves and losing money hand over fist with no way out in sight.

This bubble is stretching very thin 🫧🪡

Get it while the getting's good!

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