CNBC's Kate Rooney reports that AI token prices hit record lows this week as models get more efficient, creating margin pressure questions for OpenAI and Anthropic. At the same time, AI token usage hit records, which AI bulls see as Jevons paradox where falling costs drive more demand. The segment also notes early labor-market effects, with financial-services hiring at its lowest since 2011.
- AI token prices fell to a record low this week on an adjusted basis.
- Efficiency gains mean AI models are using fewer tokens.
- Anthropic and OpenAI face margin questions and IPO scrutiny.
- Cheaper open-source AI options are increasing competitive pressure.
- OpenRouter data showed AI usage hit a record last week.
- AI bulls cite Jevons paradox: lower token costs stimulate overall demand.
- Financial-services hiring is at its lowest since 2011, with banking seen as an AI candidate.