AI tokens

4 statements across 3 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 16, 2025 by Aaron Levie · across every show →

Everything said about AI tokens, oldest first

Sep 16, 2025 bullish

Prediction Not checkable as stated

Levie: Customers will pay for workflow software rather than raw tokens

“So eventually we're going to get to a point where customers are no longer going to just be paying for the intelligence tokens. They're going to be paying for the workflow software that goes on top of the tokens themselves.”

Aaron Levie Sep 16, 2025 ▶ 23:48 Aaron Levie: Why Startups Win In The AI Era · Y Combinator

May 27, 2026 bearish

Prediction Open · timeframe May 2028

Tan: $100K AI token workloads will drop to $200 in two years

“What you spend a 100,000 or a million dollars a year on now, it will be commonplace like in, in two years, right? It'll, it won't cost a 100,000 in a year. It'll cost 10,000. And the year after that, it'll be like a couple hundred bucks, right? And everyone wi…”

Garry Tan May 27, 2026 ▶ 30:12 Inside YC's AI Playbook · Y Combinator

Jun 25, 2026 neutral

Assertion Not checkable as stated

Tan: Peter Steinberger spends up to $1.1M monthly on AI tokens

“Like Peter Steinberger apparently is spending a million or 1.1 million dollars a month. That is, like, sort of the frontier of what you can do with this stuff.”

Garry Tan Jun 25, 2026 ▶ 27:57 Zynga Founder: Consumer Is Not Investible Right Now - Thats Why You Should Build It · Y Combinator

Jun 25, 2026

Disclosure

Garry Tan discloses spending $1M annually on AI tokens

“I'm spending a million dollars a year on tokens.”

Garry Tan Jun 25, 2026 ▶ 27:52 Zynga Founder: Consumer Is Not Investible Right Now - Thats Why You Should Build It · Y Combinator

AI tokens

Everything said about AI tokens, oldest first

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