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Jevons paradox

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Jun 18, 2025 by Dwarkesh Patel · across every show →

Everything said about Jevons paradox, oldest first

Jun 18, 2025 negative
Insight
Dwarkesh: AI adoption is bottlenecked by model capabilities, not token cost
“The reason they're not being more widely used is not because people cannot afford a couple bucks for a million tokens. The reason they're not being more widely used is just like, they fundamentally lack some capabilities. So I disagree with this focus on the c…”
Dwarkesh Patel Jun 18, 2025 ▶ 50:27 Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
May 11, 2026 bullish
Opinion
Jevons paradox will drive higher total AI compute demand as costs drop
“I think this Jevons paradox idea is more plausible than ever, that if they bring the cost down, you'll be able to do much more, and you might have, like, let's say more agents running in parallel.”
Alex Kantrowitz May 11, 2026 ▶ 14:41 The Unlikely Anthropic & SpaceX Marriage, OpenAI Trial Revelations, AI Layoffs Or Cope?
Aug 12, 2026 bearish
Prediction Open · timeframe Aug 2032
Kedrosky: Token demand is unlikely to achieve 100M-fold growth in 6 years
“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.”
Paul Kedrosky Aug 12, 2026 ▶ 20:38 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
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