The dominant conversation in AI still revolves around which company has the smartest frontier model. However, the real economic transition underway is from maximizing raw intelligence to maximizing intelligence per dollar.

Enterprises are rapidly discovering that most workloads do not require the most expensive frontier models. As inference costs continue collapsing at an extraordinary rate, organizations are shifting from asking "Does AI work?" to "Does it work economically at scale?" This change favors cheaper, "good enough" models (including open-weight ones) for the vast majority of tasks, while reserving frontier intelligence only for high-value problems where additional capability creates outsized returns.

Massive data centers placed in orbit — powered by unlimited solar energy in space with perfect thermal cooling — are projected to become cheaper than building equivalent facilities on Earth between 2029 and 2032.

Why this shift is coming fast: