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‘This slowdown has been unusually stubborn. We’ve recorded two straight months of virtually no growth in token spend. The main driver is price declines at the frontier, in addition to efficiency and quality improvements for models across intelligence levels.‘ econlab.substack.com/p/ai-index-o...

Jesse Felder

@jessefelder.com

‘It feels like we’re at the top of the S-curve, where the growth in the market will have to come from more intense adoption rather than more customers.’ econlab.substack.com/p/ai-index-o...

15/10/26, 12:43 am9 reposts56 likes

Toronto Will

@torontowill.bsky.social

Revenue needs to grow at least 50x for the spend to make any sense, and it’s truly terrifying to imagine what 50x more “intense adoption” looks like. It’s already been jammed into virtually everything.