Goldman Sachs Predicts 24x AI Token Growth by 2030, Consumer AI Becomes VC Darling
Nik_Quinn · x · 2026-08-04
Connect Ventures synthesized research from top banks and institutions like Goldman Sachs, Morgan Stanley, and a16z, arguing that consumer AI is the most underallocated sector in LP portfolios.
- Goldman Sachs Forecast: AI agents are expected to drive a 24x increase in global token consumption by 2030, with half of that growth (12x) coming from consumers. Daily consumer LLM queries are projected to grow at a 40% CAGR, reaching 11 billion queries per day.
- Investment Thesis: LLM token prices have stabilized while underlying compute costs are falling at 60–70% per year, making consumer AI both a volume and a margin story.
- Industry Consensus: Prominent firms including USV and Menlo share the bullish outlook on Consumer and Prosumer AI, with some traditional B2B investors pivoting to launch dedicated consumer AI programs.
Related event: Top Institutions Bullish on Consumer AI as Compute Set to Surge 24x by 2030(2 posts)→
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