AI Token Consumption

topic on 2 shows · 2 statements across 2 episodes

BG2 Pod 20VC

2 statements about AI Token Consumption, every show

BG2 Assertion Partly supported
Baker: AI token consumption slows during summers due to student seasonality
“AI has actually been seasonal for the last three summers. Token consumption is kind of plateaued, slowed down, and that's because, you know, college kids are big AI consumers, and they don't use as much AI, you know, hopefully they're all using it to learn and…”
Gavin Baker Jun 11, 2026 ▶ 1:16:05 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
20VC Insight
Declining AI inference costs will drive exponentially higher token usage
“I don't know about the specific number, but I think directionally, I think so. I think that you just can't get enough of this technology once you start to use it. And even as inference costs come down, you just end up using more and more and more of it.”
Shiv Rao May 16, 2026 ▶ 44:02 The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings

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