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Anthropic + SpaceX, Codex 100x'd Claude Code & Half Cash Half Stock | GMP EP12
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SaaS Is Not Dead: The Bread-Baking Analogy
At 28:35 · chapter starts 28:20
When inference dropped 100x in price, people didn't spend less — they used 10,000x more tokens. Jevons Paradox means every price drop in AI unlocks a new wave of demand, making the total compute bill explode upward.
Jevons Paradox in AI: inference got 100x cheaper but token consumption grew 10,000x, meaning compute bills actually went up.