token consumption

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 25, 2026 by Neil Movva · across every show →

Everything said about token consumption, oldest first

Aug 25, 2026 bullish
Insight
Movva: AI token consumption is non-speculative because tokens are consumed immediately
“And I think what's interesting about token consumption or AI consumption broadly is that it's no longer speculative. People buy tokens because they're immediately valuable to them. You don't hoard tokens, you use them immediately.”
Neil Movva Aug 25, 2026 ▶ 50:34 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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