AI tokens

“The tokens are not going to be cheap anytime soon. And so the ROI on those tokens will just be much higher in the enterprise because it'll be, you know, generating something that is sort of, you know, impacts the GDP in some way.”

“We've had that. We've had to like turn teams off who've spent too much money on tokens. You know, maybe it wasn't for all the right things. We're like watching what people are doing and going, wait a second, I don't think we want you to use AI for that. You kn…”

“And sooner or later, I expect the cost of money, what I'm going to spending on tokens is going to be way north of what I'm spending on compute someday.”

“Since January, 20, 25 through May, 2026, so last month per business spend on AI tokens is up 15 X. And that's amongst firms that were already spending on AI.”

“You have to see around a hundred million fold growth over the next six years in terms of tokens. Is it possible? Absolutely. It's possible. Is it likely? No, it's not likely, but it could happen.”