this post was submitted on 11 Oct 2025
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They're all paying each other. That's literally the point this image is trying to express.
What's especially insane is that the companies that are actually providing the service to end users, i.e. Coreweave et al, are not the ones seeing massively inflated prices, contrary to your point about the monthly fees justifying the higher evaluation.
Why should the fronts have inflated prices? The AI companies can squeeze them at any moment.