StarZero All shows Try the podcast clipper →

AI tokens

7 statements across 6 episodes · 6 bullish · 0 bearish · 4 people on the record · first statement Oct 16, 2025 by Jason Lemkin · across every show →

Everything said about AI tokens, oldest first

Oct 16, 2025 bullish
Prediction Not checkable as stated
Lemkin: Demand Will Absorb Every Available AI Token Produced
“Everyone will consume every available token.”
Jason Lemkin Oct 16, 2025 ▶ 37:12 Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
Jun 13, 2026 bullish
Prediction Open · timeframe Jun 2029
Grinberg: Median developer AI token spend will match salary within three years
“I would say order of magnitude will probably be comparable to salary.”
Matan Grinberg Jun 13, 2026 ▶ 22:03 OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
Jun 13, 2026 bullish
Prediction Not checkable as stated
Grinberg: Individual AI token spend will range from 0% to tens of thousands % of salary
“I actually think it can be as low as zero percent for some individuals, and it can be as high as like 1010 of thousands of percent for some individuals.”
Matan Grinberg Jun 13, 2026 ▶ 20:23 OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
Jun 25, 2026 neutral
Prediction Not checkable as stated
Lemkin: Enterprise CIOs will demand proven ROI for AI spend by 2027
“I think going into 20, 27, CIOs and others are gonna be like, okay, just show me the F and ROI. We're not gonna, not just gonna ration tokens based on who we like the most in the company and who makes the best PowerPoint pitch. Show me the ROI.”
Jason Lemkin Jun 25, 2026 ▶ 38:16 DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
Jun 27, 2026 bullish
Prediction Not checkable as stated
Spending 20% of Developer Salaries on AI Tokens Is Realistic
“But, yeah, so hopefully they get cheaper with time, energy gets cheaper, compute gets cheaper, and then these things get cheaper, but at the current state, absolutely. I think 20% is definitely within reason.”
Paul Erlang Jun 27, 2026 ▶ 27:18 How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
Jul 4, 2026 bullish
Assertion Not checkable as stated
Bavor: Top engineers spend over $100K annually on AI tokens
“I have heard and I have observed that top engineers who are really leaning in to cloud code codex and so on are spending more than a 100,000 dollars on a run rate basis on tokens per year.”
Clay Bavor Jul 4, 2026 ▶ 22:52 Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
Jul 16, 2026 bullish
Prediction Open · timeframe Jul 2031
Lemkin: Software companies will spend 10% of revenue on AI tokens
“All the software spend is going to put 10% of their top line into tokens.”
Jason Lemkin Jul 16, 2026 ▶ 32:00 Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more