Eight days ago it was Palantir’s Alex Karp going ballistic on live television about the “effing insane” economics of renting intelligence by the token. On Thursday it was Palo Alto Networks CEO Nikesh Arora’s turn, and while his delivery was calmer, his number was not: Arora told CNBC that AI token prices need to fall as much as 90% before enterprise adoption can actually scale.

So the chief executive of one of the largest cybersecurity companies in the world – that buys this stuff at industrial scale – telling the frontier labs, on their favorite network, that their pricing model is broken by roughly an order of magnitude.

https://www.zerohedge.com/ai/token-revolt-goes-mainstream-palo-alto-ceo-demands-90-ai-price-collapse-meta-and-openai-reach