Ex-Meta researcher predicts a hard ceiling of 150-200B tokens for the SWE market
DimitrisPapail · x · 2026-11-11
Dimitris Papailiopoulos(前 Meta 研究员、现为创业公司创始人)在 X 上表示,他预见 SWE(软件工程)token 市场将存在一个约 1500-2000 亿(150-200B)的硬性上限,届时需要突破性的新东西(something beyond it)才能继续增长。
在回复讨论中,有人问及如果 SWE 这块蛋糕到顶,增量会流向哪里——游戏、机器人?并指出其余市场已被 Anthropic 的 Opus 模型饱和占据。
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