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Token Spend

topic on 4 shows · 4 statements across 4 episodes

Sourcery the a16z Podcast All-In 20VC

4 statements about Token Spend, every show

a16z Prediction Not checkable as stated
Chi: Enterprise AI token spend may start to eclipse salary spend
“Token spend may start to eclipse salary spend.”
Ryan Chi Sep 9, 2026 ▶ 18:13 Inside the Race to Measure Frontier Intelligence
ALL-IN Assertion Not checkable as stated
Glyman: Ramp customer AI token spend grew 21x over the past year
“Over the last year, I looked at the stats this morning, token spend among RAMP customers has grown by 21 times.”
Eric Glyman Jul 18, 2026 ▶ 49:47 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
SOURCERY Prediction Held up
Miller: Monthly AI token spend will go well above $500M
“I'm very bullish that we're going to go well above that.”
Matt Miller Jul 6, 2026 ▶ 44:30 Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea
20VC Insight
Mignano: Startup CEOs must maximize AI token spend for competitive advantage
“If I were the CEO of a startup right now, I would actually still be pounding the table to maximize token spend.”
Mike Mignano Jul 6, 2026 ▶ 23:28 Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings

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