Under 5% of US consumers pay for AI, yet compute demand is already forcing usage cuts
NinaDSchick · x · 2026-11-02
Nina Schick: "useful intelligence has no cap" — we're still very early and massively compute & electricity constrained. Under 5% of US consumers pay for an AI subscription (some estimates <2%), Grok demand already forced SpaceX to cut usage capacity, and inference will take a growing share of compute as agents handle complex tasks.
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