Daniel Koss(@daniel_koss):Read chapter 3 "Agency" of my article "AI Is Eating the World" article and tell me this isn't playing out exactly as the AI bulls like me estimated. Clearly agentic token usage is growing exponentially. And clearly useful end to end agents are NOT yet here. So clearly we're still incredibly early. You gotta be absolutely nuts and detached from reality if you believe in the "oversupply" thesis.

Daniel Koss

@daniel_koss

AI infrastructure investor & trader. 2026 YTD: +407%. #1# public investor on Autopilot last 3M. My exact portfolio and real-time trade alerts ⬇️

参加 March 2013

352 フォロー中 42.6K ファン

Daniel Koss@daniel_koss

2026.08.23 11:06

Read chapter 3 "Agency" of my article "AI Is Eating the World" article and tell me this isn't playing out exactly as the AI bulls like me estimated. Clearly agentic token usage is growing exponentially. And clearly useful end to end agents are NOT yet here. So clearly we're still incredibly early. You gotta be absolutely nuts and detached from reality if you believe in the "oversupply" thesis.