“Unfortunately, that volume may not be large enough to counteract the effective decline in prices.”
Token prices fell 41 percent, from $1.15 to $0.68. Frontier models dropped from 53 percent of spend to 45 as buyers figured out the cheaper models do the job. The heaviest spenders cut per-employee spend by 9.7 percent. The AI business plan assumed usage would outrun the price collapse, and the biggest customers are already spending less.