token
also referred to as: tokens
4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Jun 18, 2026 by Gabe Pereyra · across every show →
Everything said about token, oldest first
Jun 18, 2026 neutral
Jul 6, 2026 bullish
Miller: Token infrastructure forecasts will consistently be revised upward
“I think it's going to be just like every underestimated infrastructure forecast. We're going to spend X and we always spend X plus some multiple of that every single quarter. Everyone revises up. I think you're going to see revisions up on tokens for sure.”
Jul 19, 2026 bullish
Jul 24, 2026 negative
Tony Kim: Enterprises must position themselves within the AI token flow
“So, you must be in this token flow to either resell or repackage the tokens with your context and your very specific application. You serving the token with your intelligence? Is it the proprietary closed source token? Is it the open source token? Sitting on a…”