Anish Acharya, a partner at the renowned venture capital firm a16z, stated in a recent internal discussion that the current AI market is essentially characterized by "infinite demand and extremely limited supply," citing the rising rental prices of B200 GPUs as an example. He believes that as open-source models mature, consumer-facing AI applications are reaching a profitability inflection point. Consumers exhibit a very high willingness to pay for new software, even up to $200 per month, signaling the advent of an era of "luxury software."