OpenAI Needs a Compute Token Economy Before Anthropic Builds One — A Strategic Proposal

@SOS2

SOS2:

The user who pays $200/month and uses $40 of compute will eventually notice. When they do, they cancel. You got a few months of 80% margin, then you got zero. A token balance in their account changes the psychology — they’re not “wasting money,” they’re “accumulating an asset.”

12 month scenario : At EOY a user could accrue $1.920 of compute. If a market is created, then the compute token value could be greater than $1.920 which the user can sell at a profit. And OpenAI takes a commision. This no different than a futures market for compute.

FASB would jump on this and create an opinion for capital gains tax. If there is a loss, the user could write-down a max of $3,000 per year.

Is this what you are taking about? Yet another whoHa for efficient markets (ECON 101). The big question is about risk profiles for users - which will be quite different from traditional investors…