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Benedict Evans

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Why Token Prices Are Soaring: Codex Lifts 5‑Hour Limit and Fable 5 Extends Subscription Amid Compute Crunch

The article examines recent moves by A company and OpenAI to extend Fable 5 subscriptions and remove Codex usage limits, the resulting user backlash, and Benedict Evans' analysis of a severe AI compute supply‑demand imbalance that threatens to turn foundation models into low‑margin commodities.

AI computeBenedict EvansClaude Fable 5
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Why Token Prices Are Soaring: Codex Lifts 5‑Hour Limit and Fable 5 Extends Subscription Amid Compute Crunch