AI Economy is about to change
Short reaction to the wave of frontier-lab capacity announcements (Anthropic + AWS Trainium, OpenAI + AWS, XAI Colossus 2). Prime argues 2026 is the year compute supply finally catches demand — and that pricing will start to reflect actual cost rather than artificial scarcity.
Predictions
- Enterprise API prices will normalize / drop as capacity ships.
- Subscription-tier "rate limit theater" will ease (proven correct the same week with Anthropic's limit doubling).
- The labs that over-built compute (OpenAI, Google) gain leverage over the labs that under-built (Anthropic).