Baker notes SpaceX added massive compute capacity instantly without any market price impact.
“they put a vast amount of compute into the market overnight, and it wasn't even really a blip. It was like the market just utterly absorbed it.”
post Baker notes that a 50% price cut in GPT 5.6 drove 14x volume increase, calling it wild.
https://x.com/GavinSBaker/status/2093759017638084628