X @Ansem
Ansem 🧸💸·2026-04-23 13:45
RT Patrick OShaughnessy (@patrick_oshag)Every conversation I have with @dylan522p, I'm really just trying to understand the supply and demand of tokens.This is a unique episode in that it's entirely dedicated to talking about both sides of that equation.We discuss:- The infinite demand for the newest models- @SemiAnalysis_ going from $10K on AI spend to $7M- Mythos and Anthropic's compute problem- Why TSMC spending $100B on CapEx could cause a shortage- Robotics as next demand wave- Why memory prices will d ...