How open models change the economics of AI

NVIDIA bets that open models, cheaper tokens, and better agent harnesses — not bigger frontier models — will drive enterprise AI's next growth wave.

• Discount elasticity on tokens: Boitano cites Greg Brockman describing an OpenRouter experiment where a 50% price cut on a GPT model drove roughly 15x higher demand rather than a proportional 2x increase.
• Harness beats model size: Boitano credits harness engineering for NVIDIA's AVO research lifting an Opus-5 model from 30% to 100% accuracy on ARC-AGI-3; the episode doesn't detail how the runs were set up.

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