What does a token price index show about how companies are spending on AI? @stevehou, head of research at Silicon Data: "We have this token index that actually tracks an expenditure-weighted price index... it's been going up because people are switching all towards the frontier and most expensive models from Anthropic and OpenAI." "And if they switch towards the cheaper open-weight models that are like a tenth of the cost or cheaper, you're gonna see the price index going down." "There is a…