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Anthropic won the AI race, OpenAI gives Codex for free, xAI Grok Build & Claude cancel culture | GMP EP13
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NVIDIA Hits $5.5T and the AI Echo Chamber Chart
At 11:23 · chapter starts 9:57
The viral 'AI adoption' chart misses the most important variable: token consumption. A single AI coder burns 60–100x more tokens than a casual ChatGPT user, meaning the one red dot representing 3.2 million people is actually equivalent to 50–100 dots in compute terms. That tiny slice of developers is the reason compute is scarce.
A developer using AI for coding burns 60 to 100 times more tokens than a casual ChatGPT user, meaning the compute shortage is driven by a tiny fraction of users.
One user was reported to have consumed 865 million tokens in a single month, costing approximately $2,500 in API fees.
Developer Peter Levels operates at a token consumption rate of 50 million tokens per minute, primarily due to open-source agentic pipelines running around the clock while he sleeps.
