> What does "decoupled" mean? In a gas-dominated electricity market, the marginal generator setting the price is almost always a gas-fired power plant (CCGT). That means electricity prices are structurally linked to gas prices — when gas rises, electricity rises with it. Decoupling happens when enough zero-marginal-cost renewable generation (wind, solar) pushes gas off the margin for enough hours that the annual average electricity price no longer tracks gas.

> Also which jury is still out on starship ? I haven’t read any serious criticism that suggests there are insurmountable technical obstacles to it working. Timelines and the exact final cost-to-orbit are still debatable I guess ?

There are also other space companies outside of SpaceX who have innovated and reduced the cost of mass to orbit.

Just trying to add the perspective that while yes, SpaceX is impressive, there are also other companies and this hero-like worship of SpaceX (or any other company/person) is not great.

Even so, their subscriptions are significantly cheaper than the token pricing via API. So at some point they will need to get rid of subscriptions or increase the subscription prices dramatically... And that's assuming their current token pricing is actually profitable. Which it probably isn't.

Lastly, I would not trust one word that comes out of an executive of an AI company (or any other large company, for that matter).

I can't imagine that this is the way it will go... Tokens haven't been getting cheaper for flagship models, have they? You already see something closer to their real cost if you compare e.g. the Claude subscriptions to their actual token pricing.

> Local AI capabilities are improving at a rapid pace, at some point soon we'll have an RWKV or a 4B LLM that performs at a GPT-5 level, with reasoning and all the bells and whistles, and hopefully that'll shake out most of the deceptive and shady tactics the big platforms are using.

Maybe, but LLMs are scale game, and data center will always be more capable than your local device. So, you will always be getting a worse version locally. Or do you think we'll LLMs in data centers stop getting better and local LLMs will somehow catch up?