(https://www.cnbc.com/2026/06/05/model-routing-on-ai-is-a-problem-for-openai-and-anthropic.html) isn't a technical breakthrough — it's an admission that last year's capex thesis was backwards. If you can route a customer service query to a smaller model and save 80% of compute cost while getting 95% accuracy, you just demolished the "we need the most powerful hardware for everything" narrative that's been funding this entire cycle.

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