Google's Price War Signals the Start of AI Commoditization

Google's decision to slash AI Plus pricing by 37% signals more than a competitive move—it marks the onset of AI commoditization, echoing how infrastructure giants like Cisco and Oracle lost market value during previous tech shifts. For Anthropic and OpenAI, both preparing IPOs, this pricing pressure directly threatens their ability to command premium valuations, fundamentally reshaping the AI industry's economics.