Social Capital(@socialcapital):.@chamath on the pricing shift he thinks will make the AI market explode: “When Google invented and scaled AdWords and AdSense, the market exploded… because we went from buying 1,000 ads to just getting an outcome. Right now we buy a million tokens. We will eventually move to an outcome. And I think when that happens, this market will just go absolutely crazy.”

Social Capital

@socialcapital

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Social Capital@socialcapital

2026.10.20 17:14

.@chamath on the pricing shift he thinks will make the AI market explode: “When Google invented and scaled AdWords and AdSense, the market exploded… because we went from buying 1,000 ads to just getting an outcome. Right now we buy a million tokens. We will eventually move to an outcome. And I think when that happens, this market will just go absolutely crazy.”