“Oracle's $300B Stargate deal with OpenAI faces existential risk: if OpenAI rolls out cheap, fine-tuned small models directly to enterprises, the massive compute contract it anchors loses its demand rationale.”
“What happens when OpenAI or Anthropic decides to offer smaller, cheaper, fine-tuned production models as products?”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.