“AI token usage is going 500x from here” says @Jason Anyone arguing that AI usage has peaked or compute demand is maxed out is completely lost and obviously doesn’t use the technology We’re still at something like 2% of people in corporate America using AI today AND both OpenAI and Anthropic haven’t even launched agents at scale yet We have only touched the surface of what’s possible with AI and the usage will not just grow (linear) it will ACCELERATE (exponential) from here I feel like this is hard for people to wrap their heads around but if you want to understand where this market is going, you need to understand this trend. It’s not stopping, it’s getting much bigger, and the mid-terms, rates or anything else will not stop this It doenst mean the market goes up in a straight line, but as an investor don’t get lost in the noise. This is the biggest technological change in our lifetime Think MUCH MUCH BIGGER