AI capex looks cheap or expensive depending on how much teams spend on tokens
menhguin · x · 2026-07-29
- The post asks whether analysts’ AI capex price targets correlate with their own team’s token spend.
- It suggests a simple psychological split: people who personally spend thousands per month on AI may think capex is underpriced, while people who spend almost nothing may see a bubble.
- The reply it quotes says AI-pilled companies are spending about $90k per employee per year, based on Ramp data across 70k companies.
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