token

also referred to as: tokens

8 statements across 4 episodes · 6 bullish · 0 bearish · 5 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →

Everything said about token, oldest first

Dec 9, 2025 bullish

Prediction Not checkable as stated

Companies deploying Nvidia GB300 chips will become lowest-cost token producers

“You're going to put those GB 300 in and then the companies that use the GB 300, they're going to be the low cost producer of tokens.”

Gavin Baker Dec 9, 2025 ▶ 14:10 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best

Dec 9, 2025 positive

Opinion

Google currently holds a temporary pre-training advantage and lowest token costs

“So I think, you know, Google for sure has this temporary advantage right now from a pre-training perspective. I think it's also important that they've been the lowest cost producer of tokens, okay?”

Gavin Baker Dec 9, 2025 ▶ 11:06 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best

Apr 23, 2026 bullish

Prediction Not checkable as stated

Patel: Tier-two and tier-three AI labs will sell out of tokens

“It's pretty clear even the tier two lab is going to be sold out of tokens, let alone the tier one lab. The tier one lab will have better margins, but the tier two lab will be sold out and probably the tier three lab will also be close to sold out.”

Dylan Patel Apr 23, 2026 ▶ 28:37 The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best

Jun 30, 2026

Insight

Uberti: AI Token Serving Requires Non-Linear Cluster Scaling Economics

“That the way you want this to scale is not that, oh, if I want to go serve 10 times more tokens, I buy 10 times more servers. It must be some solution where if I want to serve 10 times more tokens, then I get some economies of scale benefit with my say cluster…”

Gavin Uberti Jun 30, 2026 ▶ 1:29:19 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

Jun 30, 2026 bullish

Prediction Not checkable as stated

Wachen: Society Faces a Multi-Decade AI Token Supply Shortage

“We are in a new era of intelligence where the cost of producing intelligence is dramatically so much cheaper than the value of the intelligence that we are in a many year, probably many decade supply shortage of these tokens.”

Rob Wachen Jun 30, 2026 ▶ 1:28:24 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

Jun 30, 2026 bullish

Prediction Not checkable as stated

Wachen: The Largest Token Producer Will Be the World's Most Valuable Company

“Whoever produces the most tokens is going to be the most valuable company in the world.”

Rob Wachen Jun 30, 2026 ▶ 54:15 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best

Aug 25, 2026 neutral

Opinion

Movva: Tokens are not the final unit of work or intelligence

“I don't think tokens are the final unit of work or intelligence, but they are what we use today, and so it's very straightforward.”

Neil Movva Aug 25, 2026 ▶ 2:07 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper

Aug 25, 2026 positive

Insight

Movva: Reducing Costs Tenfold Creates a New Product Category

“We think that whenever you make something 10 times cheaper, it's a new product category, and we aspire to do that for tokens.”

Neil Movva Aug 25, 2026 ▶ 1:42 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper

token

Everything said about token, oldest first

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