Ask HN: AI WTF

I need someone to explain me how is this supposed to work. I recently watched Sam Altman saying that model inference will get 10x cheaper in a year. I listened to Dario today and he says Anthropic revenue will increase 10x this year. If both of these are true, that means the usage will go up 100x. Considering fierce competition from China, the fact that smarter models will require less tokens to solve the same problems, and the fact that everyone that I know already tries to swarm their programming problems wasting gazillion of tokens I don't really see how all of this can be true at the same time.