Report: Video generation consumes 70% of AI tokens in China
c_valenzuelab · x · 2026-08-24
An investor shared a striking statistic: video generation accounts for roughly 70% of AI token consumption in China, driven by short-form content and robotics. He argues that while the US is fixated on LLMs, China is focusing on "World Models," with video models growing much faster there than Claude Code did in the US.
More from Companies & People
- Be the #1 power user of your own product to succeed — thisiskp_ · 2026-08-24
- Systems of record should be temporary hired help, not your new brain — arieljalali · 2026-08-24
- Critique-first employees vs. exploration-first partners: A mindset divide — signulll · 2026-08-24
- Reflections on Deep Learning Indaba 2026 — mmitchell_ai · 2026-08-24
- Meta's Vision for Personal Superintelligence: Institutional vs. Individual — VraserX · 2026-08-24
- FT: Enterprises shift away from most powerful models, threatening frontier lab business models — AccBalanced · 2026-08-24