Everyone Is Counting Tokens. Watch the Bandwidth That Gets Paid
AI will be everywhere. The harder question is who still earns a margin when intelligence gets cheap. By Sinclair I have watched AI move from conversation and search into data processing, automation, vehicles, robots, industrial tools, and factories. That makes me sceptical of debates that begin with whether AI demand will exist. Much of the eventual demand will not look like a deliberate purchase of “AI.” Intelligence will be built into a product or workflow, and the customer will pay for the outcome. ...