Загрузка видео...

Не удалось загрузить видео

На главную

Sam Altman on how AI token usage is growing at an exponential rate. "6 and a half years ago, the world token leader was an OpenAI employee using about 100,000 tokens a month. And this seemed ludicrous at the time. The worldwide average per capita was, like, zero. Now,...

rohanpaul_ai's profile picture

Rohan Paul

154,315 subscribers

64,715 просмотров • 1 месяц назад •via X (Twitter)

Наука и технологииНовости и политика
LIVE

Anya Rossi• Live Now

Private livecam show

Комментарии: 0

Нет доступных комментариев

Здесь появятся комментарии из оригинального поста

Похожие видео

Sam Altman says the heaviest AI user on the planet six and a half years ago used what the average person on Earth uses today: "Six and a half years ago, the world token leader was an OpenAI employee using about 100,000 tokens a month." "And this seemed ludicrous at the time. The worldwide average per capita is like zero." "Now, the worldwide average of tokens per month, which I think tokens are the dumbest metric, but it's what we have. It's like 100,000." "And the token leader at OpenAI uses something in the hundreds of billions." "If that happens again, which I think it probably will, then in another six and a half years, the average person uses, let's say, 500 billion tokens a month." If he is right, the average person's AI usage grows five million times over the next six and a half years, and OpenAI is already building the capacity for it. That is the number enterprise boards should be planning against this year. Demand at that scale changes what a reasonable AI budget looks like. - Sam Altman (Sam Altman), CEO of OpenAI, with Garry Tan (Garry Tan) at Y Combinator (Y Combinator) Startup School 2026.
0:46

Sam Altman says the heaviest AI user on the planet six and a half years ago used what the average person on Earth uses today: "Six and a half years ago, the world token leader was an OpenAI employee using about 100,000 tokens a month." "And this seemed ludicrous at the time. The worldwide average per capita is like zero." "Now, the worldwide average of tokens per month, which I think tokens are the dumbest metric, but it's what we have. It's like 100,000." "And the token leader at OpenAI uses something in the hundreds of billions." "If that happens again, which I think it probably will, then in another six and a half years, the average person uses, let's say, 500 billion tokens a month." If he is right, the average person's AI usage grows five million times over the next six and a half years, and OpenAI is already building the capacity for it. That is the number enterprise boards should be planning against this year. Demand at that scale changes what a reasonable AI budget looks like. - Sam Altman (Sam Altman), CEO of OpenAI, with Garry Tan (Garry Tan) at Y Combinator (Y Combinator) Startup School 2026.

Karl Mehta

654,722 просмотров • 1 месяц назад

Sam Altman shared a number that should change how you think about AI. Six and a half years ago, the heaviest AI user on the planet was an OpenAI employee. Using 100,000 tokens a month. That was considered insane at the time. The global average was basically zero. Today the global average is 100,000 tokens a month. What was insane is now normal. And the heaviest user at OpenAI right now? Hundreds of billions of tokens a month. Now here's where it gets wild. If the same pattern repeats, in another six and a half years the average person will use 500 billion tokens a month. That's a 5 million x increase from today. Think about what that means. → AI is not something you open once a day to ask a question anymore. It becomes always on. Running in the background across your work, education, personal life. → Agentic workflows, coding assistants, multi-step reasoning — that's what consumes billions of tokens. Not chatting. → OpenAI is already building for this. Hundreds of billions in infrastructure spend through 2030. Stargate. Partnerships with Microsoft, Oracle, Nvidia. And cost per token keeps falling roughly 10x every 12 months for the same capability level. So usage explodes because it keeps getting cheaper. The pattern is the same one we saw with computing, internet, and mobile. What the power user does today, the average person does in six years. Right now you are the power user. Act like it.
0:46

Sam Altman shared a number that should change how you think about AI. Six and a half years ago, the heaviest AI user on the planet was an OpenAI employee. Using 100,000 tokens a month. That was considered insane at the time. The global average was basically zero. Today the global average is 100,000 tokens a month. What was insane is now normal. And the heaviest user at OpenAI right now? Hundreds of billions of tokens a month. Now here's where it gets wild. If the same pattern repeats, in another six and a half years the average person will use 500 billion tokens a month. That's a 5 million x increase from today. Think about what that means. → AI is not something you open once a day to ask a question anymore. It becomes always on. Running in the background across your work, education, personal life. → Agentic workflows, coding assistants, multi-step reasoning — that's what consumes billions of tokens. Not chatting. → OpenAI is already building for this. Hundreds of billions in infrastructure spend through 2030. Stargate. Partnerships with Microsoft, Oracle, Nvidia. And cost per token keeps falling roughly 10x every 12 months for the same capability level. So usage explodes because it keeps getting cheaper. The pattern is the same one we saw with computing, internet, and mobile. What the power user does today, the average person does in six years. Right now you are the power user. Act like it.

Vaibhav Sisinty

24,323 просмотров • 1 месяц назад

OpenAI CEO, Sam Altman, sat down for 39 minutes with Y Combinator's Garry Tan and explained where AI is headed better than any $2,000 strategy course. This is what he told the room: 1. The next 6 months will match the last 2 years. Garry asked how much better the models will get. Sam gave a timeline. "I think it will feel like the next six months is maybe equivalent to the last two years of model progress." That's the steepest capability curve yet, from the man shipping the models. 2. Average users now consume what the world record used to be. Sam pulled one stat to show where demand is going. "Six and a half years ago, the world token leader was an OpenAI employee using about 100,000 tokens a month." Today that number is the worldwide average, OpenAI's top user burns hundreds of billions, and if the pattern repeats, the average person hits 500 billion tokens a month by 2033. 3. Startups win when the ground shifts. Asked about credentials and PhDs, he zoomed out to when great startups cluster. "Startups tend to win when the technology landscape is moving very quickly, when costs are coming down, when cycle times are short. All of those things are happening right now." The conditions behind the late-90s internet boom and the App Store wave, running at the same time. 4. Tool fluency beats years of experience. He described founders who grew up on AI automating entire startups with 4 people. "I would bet that this generally will cut against many years of experience in favor of people who have a lot of fluency with the tools." Hours in the tools now outweigh years on a resume. 5. Being called an idiot was the moat. Ten years ago, experts said OpenAI would cause another AI winter. "For years at OpenAI, it felt like we knew the biggest secret in the world. Everybody was calling us an idiot." The critics bought them years of runway with zero competitors. 6. You need 5 believers, not 500. On finding co-founders for a heretical idea. "We used to joke that only 50 people in the world believed that AGI was possible, but it was okay because 45 of them worked at OpenAI." Heretical ideas recruit stronger teams than popular ones. 7. Demand for intelligence has no ceiling. He compared it to electricity and found the analogy breaks. "The demand for sufficiently high-quality intelligence at a sufficiently low price is effectively uncapped." His guess: worldwide inference demand grows 10x a year for years. Watch it, then read the guide to going from zero to AI engineer.
39:00

OpenAI CEO, Sam Altman, sat down for 39 minutes with Y Combinator's Garry Tan and explained where AI is headed better than any $2,000 strategy course. This is what he told the room: 1. The next 6 months will match the last 2 years. Garry asked how much better the models will get. Sam gave a timeline. "I think it will feel like the next six months is maybe equivalent to the last two years of model progress." That's the steepest capability curve yet, from the man shipping the models. 2. Average users now consume what the world record used to be. Sam pulled one stat to show where demand is going. "Six and a half years ago, the world token leader was an OpenAI employee using about 100,000 tokens a month." Today that number is the worldwide average, OpenAI's top user burns hundreds of billions, and if the pattern repeats, the average person hits 500 billion tokens a month by 2033. 3. Startups win when the ground shifts. Asked about credentials and PhDs, he zoomed out to when great startups cluster. "Startups tend to win when the technology landscape is moving very quickly, when costs are coming down, when cycle times are short. All of those things are happening right now." The conditions behind the late-90s internet boom and the App Store wave, running at the same time. 4. Tool fluency beats years of experience. He described founders who grew up on AI automating entire startups with 4 people. "I would bet that this generally will cut against many years of experience in favor of people who have a lot of fluency with the tools." Hours in the tools now outweigh years on a resume. 5. Being called an idiot was the moat. Ten years ago, experts said OpenAI would cause another AI winter. "For years at OpenAI, it felt like we knew the biggest secret in the world. Everybody was calling us an idiot." The critics bought them years of runway with zero competitors. 6. You need 5 believers, not 500. On finding co-founders for a heretical idea. "We used to joke that only 50 people in the world believed that AGI was possible, but it was okay because 45 of them worked at OpenAI." Heretical ideas recruit stronger teams than popular ones. 7. Demand for intelligence has no ceiling. He compared it to electricity and found the analogy breaks. "The demand for sufficiently high-quality intelligence at a sufficiently low price is effectively uncapped." His guess: worldwide inference demand grows 10x a year for years. Watch it, then read the guide to going from zero to AI engineer.

Alex Prompter

84,654 просмотров • 1 месяц назад

Gavin Baker: "Anthropic is roughly four times more capital efficient than OpenAI - they're growing really fast and they're not burning that much cash" this is him explaining why he thinks token efficiency decides who wins, why xAI has the lowest cost per token of anyone, and what a Tesla board member says is actually the most advanced AI in the world right now "an Anthropic model can give you a comparable quality answer to a Google model using half as many tokens - and each token is literally cost" "xAI has the lowest cost per token because they build data centers faster and at a lower cost than everyone, and they run GPUs at a higher utilization" Tesla board member Antonio Gracias: "Tesla actually is today the most advanced AI in the world - it does the most complex thing a human does, drive a car" bookmark & watch the full conversation ↓
15:52

Gavin Baker: "Anthropic is roughly four times more capital efficient than OpenAI - they're growing really fast and they're not burning that much cash" this is him explaining why he thinks token efficiency decides who wins, why xAI has the lowest cost per token of anyone, and what a Tesla board member says is actually the most advanced AI in the world right now "an Anthropic model can give you a comparable quality answer to a Google model using half as many tokens - and each token is literally cost" "xAI has the lowest cost per token because they build data centers faster and at a lower cost than everyone, and they run GPUs at a higher utilization" Tesla board member Antonio Gracias: "Tesla actually is today the most advanced AI in the world - it does the most complex thing a human does, drive a car" bookmark & watch the full conversation ↓

Сarm1ne

128,347 просмотров • 2 месяцев назад

$NVDA has the “lowest cost per token in the world” which is really a claim about owning the economics of inference. The company that delivers the most tokens per watt, per rack and per dollar is the one that captures the most demand and the best margins as AI scales.
0:47

$NVDA has the “lowest cost per token in the world” which is really a claim about owning the economics of inference. The company that delivers the most tokens per watt, per rack and per dollar is the one that captures the most demand and the best margins as AI scales.

Shay Boloor

48,594 просмотров • 5 месяцев назад

Stable Ronaldo reveals how his Twitch income collapsed from six figures a month to almost nothing and what it cost him beyond just money "I went from making an average of like 60 to like 120,000 a month just on Twitch for like a good year and a half. And then right as it started declining, it went from like 60 to 40 grand a month, then 20 grand a month, then 10 grand a month. And then I had a month where I made two grand a month." "I lived in LA at the time alone. My numbers go down, friends stop hitting you up. Certain people, friends I thought I had, aren't my real friends. Family, past relationships, there was a lot that happened." "My rent was like $5,000 a month at the time. I was spending more than I was making a month. So I was noticing a decline in my bank like really quick."
1:23

Stable Ronaldo reveals how his Twitch income collapsed from six figures a month to almost nothing and what it cost him beyond just money "I went from making an average of like 60 to like 120,000 a month just on Twitch for like a good year and a half. And then right as it started declining, it went from like 60 to 40 grand a month, then 20 grand a month, then 10 grand a month. And then I had a month where I made two grand a month." "I lived in LA at the time alone. My numbers go down, friends stop hitting you up. Certain people, friends I thought I had, aren't my real friends. Family, past relationships, there was a lot that happened." "My rent was like $5,000 a month at the time. I was spending more than I was making a month. So I was noticing a decline in my bank like really quick."

Rad

378,103 просмотров • 3 месяцев назад

‼️BREAKING: RIPPLE BANKING LICENSE ON VERGE OF ISSUANCE!! EXPECTED TO BE IN NOVEMBER!!! THE SAME MONTH THAT THE DECENTRALIZED MEDIA ON THE #XRP LEDGER BACKED BY BXE TOKEN IS SET TO LAUNCH!!!‼️ BXE TOKEN IS GOING TO GO INSANE!!! BXE TOKEN IS $0.03!!! DO YOU UNDERSTAND HOW CHEAP THAT IS!!! BXE TOKEN HAS A TOTAL SUPPLY OF 500 MILION TOKENS!!! $19-24 PER BXE TOKEN IS EASILY!!! BXE TOKEN TRADE LINK:
0:55

‼️BREAKING: RIPPLE BANKING LICENSE ON VERGE OF ISSUANCE!! EXPECTED TO BE IN NOVEMBER!!! THE SAME MONTH THAT THE DECENTRALIZED MEDIA ON THE #XRP LEDGER BACKED BY BXE TOKEN IS SET TO LAUNCH!!!‼️ BXE TOKEN IS GOING TO GO INSANE!!! BXE TOKEN IS $0.03!!! DO YOU UNDERSTAND HOW CHEAP THAT IS!!! BXE TOKEN HAS A TOTAL SUPPLY OF 500 MILION TOKENS!!! $19-24 PER BXE TOKEN IS EASILY!!! BXE TOKEN TRADE LINK:

XRP QUEEN🤍

32,646 просмотров • 1 год назад

This man was only in the Navy for 2 years He now has a normal job and gets paid $5,800 per month Despite this, he also gets from the VA: - $2,070 per month from VA Disability per month (tax free) - He’s about to get an additional $2,400 extra per month from the VA for starting school again - He also is about to get the VA PhD stipend which is an additional $4,000+ per month depending on school He will get over $10,000+ per month from the VA for only being in the Navy for 2 years All paid for by taxpayers The system is broken Disability is tax-free and paid monthly regardless of employment or school status
0:39

This man was only in the Navy for 2 years He now has a normal job and gets paid $5,800 per month Despite this, he also gets from the VA: - $2,070 per month from VA Disability per month (tax free) - He’s about to get an additional $2,400 extra per month from the VA for starting school again - He also is about to get the VA PhD stipend which is an additional $4,000+ per month depending on school He will get over $10,000+ per month from the VA for only being in the Navy for 2 years All paid for by taxpayers The system is broken Disability is tax-free and paid monthly regardless of employment or school status

Wall Street Apes

1,532,334 просмотров • 5 месяцев назад

Vals AI CEO Rayan Krishnan on the unlimited tokens experiment that revealed an anxious obligation for engineers to use models all the time, everywhere: "I wanted to do a tokenmaxxing experiment. I was able to get unlimited access for our team for a month for some of the coding tools. We had a lot of engineers spending between one to two billion tokens a day." "I went back and did some math, and it looked like in that month, we spent roughly $1.5 million worth of tokens... It was actually 10x more we were spending in tokens than employee salary for that month." "We cannot continue with this mode of operation for the next month. How do we intelligently figure out what are the right tools we should use, for what teams, and what projects?" "We found some pretty surprising insights. The Cognition Devin tool is actually very token-efficient, and so that's a place we've chosen to adopt more." "There are a lot of places where you can get better pricing models out of subscriptions as opposed to token-based pricing." "It's actually informed our strategy for how we can effectively tokenmaxx without spending $1.5 million per month." Rayan Krishnan Jennifer Li
1:36

Vals AI CEO Rayan Krishnan on the unlimited tokens experiment that revealed an anxious obligation for engineers to use models all the time, everywhere: "I wanted to do a tokenmaxxing experiment. I was able to get unlimited access for our team for a month for some of the coding tools. We had a lot of engineers spending between one to two billion tokens a day." "I went back and did some math, and it looked like in that month, we spent roughly $1.5 million worth of tokens... It was actually 10x more we were spending in tokens than employee salary for that month." "We cannot continue with this mode of operation for the next month. How do we intelligently figure out what are the right tools we should use, for what teams, and what projects?" "We found some pretty surprising insights. The Cognition Devin tool is actually very token-efficient, and so that's a place we've chosen to adopt more." "There are a lot of places where you can get better pricing models out of subscriptions as opposed to token-based pricing." "It's actually informed our strategy for how we can effectively tokenmaxx without spending $1.5 million per month." Rayan Krishnan Jennifer Li

a16z

35,174 просмотров • 19 дней назад

🚨BREAKING: Bitboy sources confirm in a Fox News interview that the SEC and Ripple have reached a settlement! #XRP is expected to see a big price increase. The top DeFi token on the XRPL, CTF token, could rise from 0.97 XRP per token to 374.25 XRP per token. The CTF token only needs a $10 billion market cap to make this jump from 0.97 XRP to 374.25 XRP. This sudden spike is likely due to a supply shock, as CTF token has a total supply of only 120 million tokens, the lowest among the top 10 tokens on XRPL. $CTF token is a gold mine! CTF token trade link on XRPL: Website: *always DYOR
0:33

🚨BREAKING: Bitboy sources confirm in a Fox News interview that the SEC and Ripple have reached a settlement! #XRP is expected to see a big price increase. The top DeFi token on the XRPL, CTF token, could rise from 0.97 XRP per token to 374.25 XRP per token. The CTF token only needs a $10 billion market cap to make this jump from 0.97 XRP to 374.25 XRP. This sudden spike is likely due to a supply shock, as CTF token has a total supply of only 120 million tokens, the lowest among the top 10 tokens on XRPL. $CTF token is a gold mine! CTF token trade link on XRPL: Website: *always DYOR

𝓐𝓶𝓮𝓵𝓲𝓮

102,970 просмотров • 2 лет назад

Sam Altman walked into YC, offering founders $1M in free tokens for a slice of equity. Jason's advice: run. OpenAI is watching your token usage, ranking the winners, then shipping the top 5 as native features. Get off the frontier models, use open source, and own your data. @jason
2:21

Sam Altman walked into YC, offering founders $1M in free tokens for a slice of equity. Jason's advice: run. OpenAI is watching your token usage, ranking the winners, then shipping the top 5 as native features. Get off the frontier models, use open source, and own your data. @jason

This Week in Startups

196,793 просмотров • 3 месяцев назад

🚨RIPPLE EYES U.S. BANKING LICENSE — UNLOCKING A $21.5 TRILLION MARKET! XRP COULD SOAR TO $382+!! INSTITUTIONAL TOKENIZATION ON XRPL GOES LIVE IN 12 HOURS — THIS CHANGES EVERYTHING!! BXE TOKEN IS SITTING AT $0.025! THATS NOTHING ESPECIALL NOWING THAT THE TOTAL SUPPLY IS ONLY 500 MILLION TOKENS!! THATS NOTHING WE COULD BE TALKING ABOUT $19-24!!! BXE TOKEN BURNTS AT A RATE OF 100 BXE TOKEN PER TOKEN LAUNCH ON THE #XRPL!! IS THE ONLY PLATFORM WHERE INDIVIDUALS AND INSTITUTIONS CAN TOKENIZE ON THE XRP LEDGER IN UNDER 5 MINUTES AND FROM NEARLY ANY DEVICE, A TABLET, A PHONE, A LAPTOP! DYOR/NFA BXE TOKEN TRADE LINK:
0:58

🚨RIPPLE EYES U.S. BANKING LICENSE — UNLOCKING A $21.5 TRILLION MARKET! XRP COULD SOAR TO $382+!! INSTITUTIONAL TOKENIZATION ON XRPL GOES LIVE IN 12 HOURS — THIS CHANGES EVERYTHING!! BXE TOKEN IS SITTING AT $0.025! THATS NOTHING ESPECIALL NOWING THAT THE TOTAL SUPPLY IS ONLY 500 MILLION TOKENS!! THATS NOTHING WE COULD BE TALKING ABOUT $19-24!!! BXE TOKEN BURNTS AT A RATE OF 100 BXE TOKEN PER TOKEN LAUNCH ON THE #XRPL!! IS THE ONLY PLATFORM WHERE INDIVIDUALS AND INSTITUTIONS CAN TOKENIZE ON THE XRP LEDGER IN UNDER 5 MINUTES AND FROM NEARLY ANY DEVICE, A TABLET, A PHONE, A LAPTOP! DYOR/NFA BXE TOKEN TRADE LINK:

JackTheRippler ©️

23,596 просмотров • 1 год назад

A new Robinhood launchpad by print.world is releasing soon and I found the first token launched on the platform. On their docs page here: It says that its standard token list can be found here: And the very first token created on there is $HERO 0x0b9dfa193e0af4e47c2fee5b12f3a7ac78230e32 And the $GME token featured in the video is this one: 0xba11ef8f0d67579e5afe9efed6081abd39b3e607 Order of tokens from newest to oldest confirms that HERO is first:
0:29

A new Robinhood launchpad by print.world is releasing soon and I found the first token launched on the platform. On their docs page here: It says that its standard token list can be found here: And the very first token created on there is $HERO 0x0b9dfa193e0af4e47c2fee5b12f3a7ac78230e32 And the $GME token featured in the video is this one: 0xba11ef8f0d67579e5afe9efed6081abd39b3e607 Order of tokens from newest to oldest confirms that HERO is first:

TrenchDiver

22,642 просмотров • 2 месяцев назад

Woke up to hundreds of questions about the BOS token. Do we even need such a token? Does it compete with BTC? ADA? Other tokens? Can't this just work with BTC? Let's dive in. What is BOS and how does the token improve the whole system?
28:52

Woke up to hundreds of questions about the BOS token. Do we even need such a token? Does it compete with BTC? ADA? Other tokens? Can't this just work with BTC? Let's dive in. What is BOS and how does the token improve the whole system?

Yago

125,041 просмотров • 1 год назад

I had early access to GPT-6 Sol. This model is incredibly efficient, and the speed and token usage are insane Tasks that took ~1 hour on 5.6 can now take ~20 minutes, often using less than half the tokens I gave it the Zelda Ocarina of Time trailer and told it to make a fully playable version
0:34

I had early access to GPT-6 Sol. This model is incredibly efficient, and the speed and token usage are insane Tasks that took ~1 hour on 5.6 can now take ~20 minutes, often using less than half the tokens I gave it the Zelda Ocarina of Time trailer and told it to make a fully playable version

Flavio Adamo

65,350 просмотров • 6 дней назад

A client accidentally spent $500M in one month on Claude. $16.6M per day. No usage controls. Chamath Palihapitiya on The All-In Podcast EP275: a Fortune-level company failed to set token limits. The bill arrived at end of month. A separate Fortune 20 company is 6 months into a $1B AI-driven OPEX reduction program. $200M in tokens spent. Minimal results. Microsoft is already canceling Claude enterprise licenses. David Sacks calls it a "meme" forming - that token spend is wasteful and the market is overcorrecting. For enterprise AI buyers: the companies building spend-control and measurable-ROI infrastructure now are positioned to capture budget as the backlash unfolds. Full enterprise spend breakdown and what it means for AI vendor pricing power on The All-In Podcast: Source: All-In Podcast -
10:06

A client accidentally spent $500M in one month on Claude. $16.6M per day. No usage controls. Chamath Palihapitiya on The All-In Podcast EP275: a Fortune-level company failed to set token limits. The bill arrived at end of month. A separate Fortune 20 company is 6 months into a $1B AI-driven OPEX reduction program. $200M in tokens spent. Minimal results. Microsoft is already canceling Claude enterprise licenses. David Sacks calls it a "meme" forming - that token spend is wasteful and the market is overcorrecting. For enterprise AI buyers: the companies building spend-control and measurable-ROI infrastructure now are positioned to capture budget as the backlash unfolds. Full enterprise spend breakdown and what it means for AI vendor pricing power on The All-In Podcast: Source: All-In Podcast -

Podcast Alpha

31,016 просмотров • 4 месяцев назад

Dylan on why access to the most intelligent AI models will determine who wins in every industry: "What really matters is access to the most intelligent tokens and leveraging them at the highest-value tasks. A lot of folks will want tokens, but the shitty SaaS startup in SF who is using Claude is not necessarily creating a ton of value, and therefore they're going to get priced out of tokens. Anthropic only released Mythos to certain companies for cybersecurity. You also don't want people to distill your model so you release them to a fewer and fewer customers. Those customers are now wrestling over the tokens. Token usage and therefore the additional value generated on top of those tokens aggregates among fewer and fewer companies. I don't have Mythos but you know who has Mythos, top banks. There are people like Ken Griffin of Citadel who can just sign a deal with OpenAI or Antrhopic for access to your models. I'll buy the first $10 billion worth of tokens each year. So whenever you release the model, I'll spend the first 10 billion tokens and then everyone else can get the model after that. Now, he's going to crush everyone in the markets. I can envision because I have an enterprise Anthropic contract and Anthropic people like me, they're willing to give us slightly earlier access or higher rate limits, and then my competitor doesn't have that, and I'm able to f*cking crush them."
2:22

Dylan on why access to the most intelligent AI models will determine who wins in every industry: "What really matters is access to the most intelligent tokens and leveraging them at the highest-value tasks. A lot of folks will want tokens, but the shitty SaaS startup in SF who is using Claude is not necessarily creating a ton of value, and therefore they're going to get priced out of tokens. Anthropic only released Mythos to certain companies for cybersecurity. You also don't want people to distill your model so you release them to a fewer and fewer customers. Those customers are now wrestling over the tokens. Token usage and therefore the additional value generated on top of those tokens aggregates among fewer and fewer companies. I don't have Mythos but you know who has Mythos, top banks. There are people like Ken Griffin of Citadel who can just sign a deal with OpenAI or Antrhopic for access to your models. I'll buy the first $10 billion worth of tokens each year. So whenever you release the model, I'll spend the first 10 billion tokens and then everyone else can get the model after that. Now, he's going to crush everyone in the markets. I can envision because I have an enterprise Anthropic contract and Anthropic people like me, they're willing to give us slightly earlier access or higher rate limits, and then my competitor doesn't have that, and I'm able to f*cking crush them."

Patrick OShaughnessy

36,100 просмотров • 5 месяцев назад