Glenn Solomon(@glennsolomon):In my 30-year investing career, I’ve never seen the market underestimate a growth curve the way it’s underestimating AI token generation. Late last year, Dell put out an estimate that inference would run about one quadrillion tokens a month by the end of 2028. Their current estimate for the same date is 57 quadrillion. That’s a roughly 57x change inside a single year! And Goldman Sachs has since published projections that sit an order of magnitude above Dell's revised number.

Glenn Solomon

@glennsolomon

Managing Partner @notablecap; partnered w/ @Vercel, @fal, @AnthropicAI, @HashiCorp, @Databricks/@NeonDatabase, @Browserbase, @SlackHQ, @Superlogical + many more

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Glenn Solomon@glennsolomon

2026.08.14 15:16

In my 30-year investing career, I’ve never seen the market underestimate a growth curve the way it’s underestimating AI token generation. Late last year, Dell put out an estimate that inference would run about one quadrillion tokens a month by the end of 2028. Their current estimate for the same date is 57 quadrillion. That’s a roughly 57x change inside a single year! And Goldman Sachs has since published projections that sit an order of magnitude above Dell's revised number.