Gary Marcus 提醒指数增长风险，Grok Bot 定价变化值得关注。
Gary Marcus 提醒，指数增长可能导致破产，例如某人的代币每月翻倍，7M 观看量下破产不可避免。Grok Bot 的消费定价可能引发价格跳跃。AI 投资中规模变得重要，知识型行业可能需要最低代币消费。
sometimes exponentials bite you in the ass. example: if your token costs double every month like t...
sometimes exponentials bite you in the ass. example: if your token costs double every month like the guy below with 7M views proudly claims, bankruptcy is inevitable (unless revenue grows even faster, which seems unlikely). 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 💬 1 🔄 0 ❤️ 8 👀 1273 📊 1 ⚡