AI Spend Doubling Monthly: Fund Manager Predicts Pareto Optimal Balance of Humans and Tokens
daniel_mac8 · x · 2026-08-24
Gavin Baker, managing partner at Atreides Management, shares staggering internal AI spending growth: projected to be 100x higher in August 2026 compared to March 2026, currently doubling every month. He predicts a future "Pareto optimal" balance between computationally efficient humans, cheaper open-source tokens, and frontier tokens. He also suggests human value may be judged on non-computational dimensions like taste, creativity, or wisdom.
Related event: Gavin Baker Predicts 100x AI Spend Growth and a Minimum Token-Spend Barrier(5 posts)→
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