Token-Unmaxxing: AI Model-Makers Slash Prices, Goldman's 1-Delta Desk Warns Of A "Very Rotational Market Where Momentum Struggles"

The economic-reality-driven collapse of 'tokenmaxxing' (which we have covered extensively from '"120 Quadrillion Tokens Monthly By 2030": Goldman's Deep Dive Into The Coming Agentic Economy' to 'Token Wars' Have Begun: Goldman One-Delta Desk Warns Bottlenecks Don't Last',  'From Token-maxxing To Token-panic: Citrini Warns AI Goldilocks Narrative Hitting A Wall', and 'The AI Trade Gets A Warning Signal From Token Economics') continues to raise questions not just about the real efficiency gains promised by frontier models (and their makers), but also about the actual need for such models (as local/open-weight models are increasingly taking share with China's smaller-but-good-enough frameworks gaining in footprint)...