I was wrong.
I said AI was going to have an Internet like pause/bubble (not a permanent pop).
But that was before agentic coding, which in turn has propelled general agent use and increased model capabilities rapidly. Coding only got good enough about Nov of last year and now excels.
The demand for AI tokens is exponentially greater in just 6 months alone. Multiple agents per user, coding being completely replaced.
And costs are plummeting per token. This I expected, but I did not expect it this fast. The only limit is energy, and that's being addressed with interim solutions (gas turbines) and space/solar.
There will be no pause, just unfathomable acceleration.
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