Check out the tweet where a creator discusses the rapid doubling of token costs and the potential impact on the AI industry. It's an interesting perspective on the future of AI spending and token economics.
Seven million users find it cool that a token's cost doubles monthly, but the creator notes potential bankruptcy. He predicts a balance of efficient humans, open-source tokens, and frontier tokens. AI spending at his firm is expected to increase 100x by August 2026. The trend suggests a minimum token spend for competitiveness in knowledge-based industries.
seven million people seemed to think it was cool that this guy’s token costs are doubling every mont...
seven million people seemed to think it was cool that this guy’s token costs are doubling every month. only a handful noticed that if the trend continued that meant that he would soon go bankrupt. 🤦♂️ Gavin Baker @GavinSBaker Suspect we will start to hear about a “Pareto optimal” balance of computationally efficient humans, cheaper open-source tokens and frontier tokens. Our internal AI spend @Atreidesmgmt will be roughly 100x higher in August 2026 vs. March 2026. Still roughly doubling every month. Note that is before Grok Bot moves to consumption pricing which will likely create a step function when it happens (at least for me). AI means that scale has become more important to investing imo. I think there will be a minimum token spend required to be competitive in most knowledge based industries. The “compute inequality” referenced by Sholto in our discussion. 🔗 View Quoted Tweet 💬 3 🔄 0 ❤️ 3 👀 978 📊 2 ⚡