# Quoting Dean W. Ball > Source: > Published: 2026-06-26 22:25:46+00:00 This is a bad state of affairs. Consider, in particular, some industry dynamics: - Frontier models are trained at an enormous cost, and a significant fraction of that cost is recouped in the few post-release months that they are broadly available. After that period elapses, the models become sub-frontier, competition emerges, and margins compress. Every week of delay is eating into the narrow window that labs have to make their accounting work. - The ongoing AI infrastructure buildout—the one that is, according to former US AI Czar David Sacks, [essential to the US economy], assumes a functionally global total addressable market for US AI services. No one is building $100 billion dollar data centers to serve frontier models to whatever 100 companies the US government will allow access. [...] — [Dean W. Ball](https://www.hyperdimensional.co/p/what-should-be-done), 35 thoughts on what has happened and what America should do Tags: [anthropic](https://simonwillison.net/tags/anthropic), [generative-ai](https://simonwillison.net/tags/generative-ai), [openai](https://simonwillison.net/tags/openai), [ai](https://simonwillison.net/tags/ai), [llms](https://simonwillison.net/tags/llms)