Commentator argues AI doesn't need trillions in revenue: token and compute prices meet in ~3 years
teortaxesTex · x · 2026-10-21
AI commentator teortaxesTex pushes back on the "AI needs trillions in revenue" narrative, calling it a fantasy of Dario/Sama. His take: token prices will fall while compute prices rise, meeting somewhere around 3 years to breakeven. Context: discussing how many tokens it would take to fuzz every enterprise codebase for security — a real demand driver, but not enough to justify the trillion-dollar story.
Related event: Debate erupts over AI compute economics: what revenue does 50GW need(7 posts)→
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