Grewal: Devin Fusion Drops 27% as AI Shifts Accelerate

Paul Grewal flagged the relentless pace of AI change after Devin Fusion fell 27% in price while gaining 4% capability in three weeks, building on OpenAI's 80% Luna price cut last week. Every frontier push and efficiency gain now feeds directly into faster iteration across the stack. The AI industry impact shows up in lower model development costs and quicker deployment cycles that compress timelines for every participant.