高通CEO点明了智能体AI时代Token消耗的指数级增长逻辑,做AI应用、云服务或关注AI商业化的团队,值得思考这对成本模型和产品设计意味着什么。
高通CEO Cristiano Amon 在最新视频中表示,智能体AI(Agentic AI)将消耗“海量”Token,远超当前聊天机器人。因为智能体不仅生成语言,还要自主决策、调用工具、检查输出、修订计划并与其他软件协调。每个任务都可能变成一系列隐藏的微决策,每个微决策都消耗上下文、记忆、工具调用和验证Token。Amon 指出,软件使用方式将从按点击或席位衡量,转向按每个用户消耗的机器推理/Token量来衡量。这预示着AI需求将大幅增长,并带来经济层面的深刻变革。
New video of Qualcomm CEO Cristiano Amon: AI will …
New video of Qualcomm CEO Cristiano Amon: AI will require “gazillions” of tokens.
Because, Agentic AI will consume dramatically more tokens because it performs autonomous tasks, uses multiple systems, and interacts with tools.
AI demand will grow hugely when software starts letting agents act, not just answer.
A chatbot spends tokens on language; an agent spends tokens on deciding, checking, calling tools, reading outputs, revising plans, and coordinating with other software.
Today a single human-AI exchange may be large, a reasoning task may be much larger, but we are already entering the agentic era, where an autonomous workflow can become exponentially larger still because the model is no longer producing one response.
It is running a process.
When a SaaS product redesigns itself around human-agent interaction, every task can become a chain of hidden micro-decisions, and each micro-decision consumes context, memory, tool calls, verification, and output tokens.
Another point is people hear “more tokens” and think only of bigger data centers, when the deeper change is economic: software usage may stop being measured mainly by clicks, seats, or sessions.
It will be measured by how much machine reasoning/tokens gets spent on behalf of each user.
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From "Reuters" YouTube channel, (link in comment)