Kain, a prominent voice in the AI and crypto space, argues that venture capital funding is driving a virtuous cycle of increasingly capable and affordable AI models. The dynamic works as follows: VC subsidies lower token costs for users, who then generate more training data through their interactions. This additional data improves model performance, which in turn makes inference cheaper and more efficient, attracting even more users. However, Kain cautions that these subsidized prices are unlikely to persist indefinitely. He frames the current gap between actual AI infrastructure costs and consumer-facing token prices as an arbitrage opportunity that markets will eventually close. While he advocates for maximizing investment in AI development—calling abundant intelligence "a superpower"—he warns that the unsustainable pricing structure will face market correction once investors demand returns on their capital.