isn't this also the threat to frontier AI houses? As in they want you to expend tokens in their ecosystem, but the optimization at 100x is their profit?
castform founder here. i'd say it's a threat but the frontier ai labs' argument would basically be that the market opportunity for intelligence is infinite so it doesn't matter. at the same time, i do believe there will continue to be a massive, growing market for big labs, esp for super-frontier use-cases. today that's longer-horizon coding tasks but in the future it can be things like scientific discovery, etc.