Cost drop in AI models will make them much more accessible to many more people
Predictor: Unknown · ep#238 "Meta Buys Moltbook, GPT 5.4, and Fruitfly Brain Upload | Moonshots Live at The Abundance Summit 238" · source
Prediction text
Cost drop in AI models will make them much more accessible to many more people | The real power will come in the cost drop which will make it much more accessible to a lot of people.
Verbatim quote
The real power will come in the cost drop which will make it much more accessible to a lot of people.
Predictor: Unknown
Evidence about this node from Unknown is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).
Reference class
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2025-08-07hitGPT-5 launches at $1.25/$10 per million tokensHow: OpenAI publicly launches GPT-5 with input price <=$1.50 per million tokens and output price <=$12 per million tokensSource: https://openai.com/api/pricing/conf 99%Notes: HIT — GPT-5 launched 2025-08-07 at $1.25 input / $10 output per 1M tokens. >70% cheaper than GPT-4 launch pricing.
- 2025-08-07hitGPT-5 Mini reaches $0.25/$2.00 per million tokensHow: OpenAI offers GPT-5 Mini at <=$0.30 input / <=$2.50 output per million tokens for high-volume production useSource: https://pricepertoken.com/pricing-page/model/openai-gpt-5conf 99%Notes: HIT — 5x cheaper than full GPT-5; explicitly enables 'broad access' use case.
- 2025-08-07hitFree-tier ChatGPT users get GPT-5 Mini accessHow: OpenAI free tier explicitly grants access to GPT-5 Mini (or equivalent) at non-zero rate limitSource: https://openai.com/api/pricing/conf 95%Notes: HIT — Free tier confirmed to include GPT-5 Mini and GPT-4o Mini per pricing docs.
- 2026-04-30hitOpenAI per-token API pricing -90% vs early GPT-4 baselineHow: GPT-5.2 input pricing ≤$2/M tokens (vs $25-60/M early GPT-4), confirmed via OpenAI public pricing pageSource: https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limitsconf 95%Notes: HIT — GPT-5.2 at $1.75/$14, ~90% reduction; nano-tier at $0.10/M
- 2025-08-01 → 2027-02-28overdueFrontier model price drops >=10x within 18 months of GPT-5 launchHow: Equivalent-capability LLM (Anthropic, OpenAI, Google) drops to <=$0.125 input per million tokens (>=10x reduction from GPT-5 launch)Source: https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limitsconf 55%
- 2026-10-20pendingQ1 window check-in (25%)
- 2026-06-01 → 2027-06-30pendingFree-tier ChatGPT users cross 1B globallyHow: OpenAI publicly reports ≥1B weekly active free-tier users (vs ~700M reported H2 2025)Source: https://developers.openai.com/api/docs/pricingconf 70%
- 2026-06-01 → 2027-06-30pendingAnthropic / Google match OpenAI's nano-tier pricingHow: Anthropic Claude Haiku or Google Gemini Flash drop to ≤$0.20/M input tokens for production-quality modelSource: https://intuitionlabs.ai/articles/ai-api-pricing-comparison-grok-gemini-openai-claudeconf 80%
- 2027-04-11pendingQ2 window check-in (50%)
- 2026-09-01 → 2027-12-31pendingSub-$0.10/M-token frontier-class model availableHow: At least one model scoring ≥80% on MMLU-Pro priced ≤$0.10 per million input tokens publiclySource: https://www.cloudzero.com/blog/openai-pricing/conf 70%Notes: GPT-4.1 Nano already at $0.10/$0.40; trajectory continuing
- 2026-09-01 → 2028-03-31pendingOpen-source model matching GPT-5 quality released free-to-useHow: Open-weight model (Llama, DeepSeek, Mistral, etc.) within 5pts of GPT-5 on standard benchmarks released under permissive licenseSource: https://www.roborhythms.com/ai-cost-crisis-already-over/conf 65%
- 2026-06-01 → 2028-12-31pendingAI consumer app surpasses 1B MAUsHow: Single AI assistant app (ChatGPT, Gemini, Claude, Meta AI) discloses >=1 billion monthly active usersSource: https://openai.com/api/pricing/conf 65%Notes: Cascade — Cost drop → broad access → mass adoption. ChatGPT was at 700M+ MAUs as of mid-2025.
- 2027-10-01pendingQ3 window check-in (75%)
- 2029-03-31pendingAI accessible to >=2B people via free apps by end of horizonHow: Aggregate global free-tier AI users (any provider) exceeds 2B per industry tracker (CIRP, Sensor Tower)Source: https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limitsconf 50%
What if this resolves?
Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"
Evidence chain
Raw metadata
{
"trf": 0.9709877184913965,
"kappa": 0.5,
"base_rate": null,
"predictor": "Unknown",
"total_llr": -0.4054651081081644,
"grace_days": 7,
"bayesian_v2": true,
"prior_logit": -0.4370653291395327,
"bayes_factor": "1.1:1 against",
"blend_reason": "no reference_class linked",
"inside_prior": 0.39244046430485224,
"kappa_source": "predictor_table",
"n_milestones": 1,
"blend_applied": false,
"contributions": [
{
"llr": -0.4054651081081644,
"kind": "llm_pre_event",
"kappa": 0.275,
"label": "Frontier model price drops >=10x within 18 months of GPT-5 launch",
"weight": 0.4,
"strength": "weak",
"confidence": 0.55,
"source_url": "https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limits",
"adjusted_llr": -0.11150290472974521,
"expected_date": "2026-05-16",
"measurement_criterion": "Equivalent-capability LLM (Anthropic, OpenAI, Google) drops to <=$0.125 input per million tokens (>=10x reduction from GPT-5 launch)"
}
],
"evidence_kind": "metadata_milestone_miss_sweep",
"inside_source": "history_v2",
"inside_weight": 0.32030859705602244,
"outside_weight": 0.6796914029439776,
"posterior_prob": 0.36619665342588775,
"posterior_logit": -0.5485682338692779,
"predictor_brier": null,
"inside_posterior": 0.36619665342588775,
"blended_posterior": 0.36619665342588775,
"reference_class_id": null,
"total_adjusted_llr": -0.11150290472974521,
"predictor_n_resolved": 0
}Show missed milestones
- LLR -0.693 · moderate · expected 2025-08-07GPT-5 launches at $1.25/$10 per million tokens
- LLR -0.693 · moderate · expected 2025-08-07GPT-5 Mini reaches $0.25/$2.00 per million tokens
Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | S_AGI_MID_2029 AGI mid: Kurzweil 2029 path | 35.0% | 0.550 | 0.050 | -0.141 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.550 | +0.134 |
| killer | TK02 AI Compute Supply Shock (TSMC/Taiwan Disruption) | 12.0% | 0.050 | 0.550 | +0.124 |
| killer | TK01 AGI Capability Plateau (2026-27 Training Stall) | 15.0% | 0.050 | 0.550 | +0.109 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.550 | +0.034 |
Top outgoing (children)
Predictions THIS node influences
No outgoing edges.
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (6)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | S_AGI_MID_2029 | AGI mid: Kurzweil 2029 path | agi_general_capability | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (0)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| No dependents | ||||
Expected milestones (6)
| Expected by | Description | Status |
|---|---|---|
| 2025-08-07 | GPT-5 launches at $1.25/$10 per million tokens | missed |
| 2025-08-07 | GPT-5 Mini reaches $0.25/$2.00 per million tokens | missed |
| 2026-06-30 | Free-tier ChatGPT users get GPT-5 Mini access | pending |
| 2027-02-28 | Frontier model price drops >=10x within 18 months of GPT-5 launch | pending |
| 2028-12-31 | AI consumer app surpasses 1B MAUs | pending |
| 2029-03-31 | AI accessible to >=2B people via free apps by end of horizon | pending |
Linked documents (2)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.612 | gdelt | meta chief zuckerberg doubles down on ai spending | — | mentions | pending | 2026-04-30 |
| 0.589 | arxiv | Instance-Level Costs for Nuanced Classifier Evaluation | — | mentions | pending | 2026-05-04 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=d__HRChE2ZE",
"mode": "PREDICTION",
"role": "Host",
"context": "you know a huge amount of expectation on GPT5. What do you think of it right now? Everyone on this should be trying to get as much data because the models are coming now. We have the right models. The real power will come in the cost drop which will make it much more accessible to a lot of people.",
"verbatim": "The real power will come in the cost drop which will make it much more accessible to a lot of people.",
"conv_cues": "will come; will make",
"direction": "DOWN",
"timeframe": "Near future",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "GPT-5 launches at $1.25/$10 per million tokens",
"notes": "HIT — GPT-5 launched 2025-08-07 at $1.25 input / $10 output per 1M tokens. >70% cheaper than GPT-4 launch pricing.",
"source": "https://openai.com/api/pricing/",
"status": "hit",
"weight": 0.4,
"ordinal": -13,
"source_id": null,
"confidence": 0.99,
"source_url": "https://openai.com/api/pricing/",
"expected_date": "2025-08-07",
"observed_date": "2025-08-07",
"research_origin": "deep_research",
"measurement_criterion": "OpenAI publicly launches GPT-5 with input price <=$1.50 per million tokens and output price <=$12 per million tokens"
},
{
"kind": "llm_pre_event",
"label": "GPT-5 Mini reaches $0.25/$2.00 per million tokens",
"notes": "HIT — 5x cheaper than full GPT-5; explicitly enables 'broad access' use case.",
"source": "https://pricepertoken.com/pricing-page/model/openai-gpt-5",
"status": "hit",
"weight": 0.4,
"ordinal": -12,
"source_id": null,
"confidence": 0.99,
"source_url": "https://pricepertoken.com/pricing-page/model/openai-gpt-5",
"expected_date": "2025-08-07",
"observed_date": "2025-08-07",
"research_origin": "deep_research",
"measurement_criterion": "OpenAI offers GPT-5 Mini at <=$0.30 input / <=$2.50 output per million tokens for high-volume production use"
},
{
"kind": "llm_pre_event",
"label": "Free-tier ChatGPT users get GPT-5 Mini access",
"notes": "HIT — Free tier confirmed to include GPT-5 Mini and GPT-4o Mini per pricing docs.",
"source": "https://openai.com/api/pricing/",
"status": "hit",
"weight": 0.4,
"ordinal": -11,
"source_id": null,
"confidence": 0.95,
"source_url": "https://openai.com/api/pricing/",
"expected_date": "2026-01-14",
"observed_date": "2025-08-07",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2026-06-30",
"from": "2025-08-01"
},
"measurement_criterion": "OpenAI free tier explicitly grants access to GPT-5 Mini (or equivalent) at non-zero rate limit"
},
{
"kind": "llm_pre_event",
"label": "OpenAI per-token API pricing -90% vs early GPT-4 baseline",
"notes": "HIT — GPT-5.2 at $1.75/$14, ~90% reduction; nano-tier at $0.10/M",
"source": "https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limits",
"status": "hit",
"weight": 0.4,
"ordinal": -10,
"source_id": null,
"confidence": 0.95,
"source_url": "https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limits",
"expected_date": "2026-04-30",
"observed_date": "2026-04-30",
"research_origin": "deep_research",
"measurement_criterion": "GPT-5.2 input pricing ≤$2/M tokens (vs $25-60/M early GPT-4), confirmed via OpenAI public pricing page"
},
{
"kind": "llm_pre_event",
"label": "Frontier model price drops >=10x within 18 months of GPT-5 launch",
"source": "https://intuitionlabs.ai/articles/chatgpt-api-pricing-2026-token-costs-limits",
"status": "overdue",
"weight": 0.4,
"ordinal": -9,
"source_i
... (truncated)