POPA ReconThe Token Bill Cometh Due: My Official AI Prediction
The Token Bill Cometh Due: My Official AI Prediction The AI bubble will burst due to unsustainable token economics: AI labs have been buying market share by subsidizing token costs with investor cash, resulting in low corporate ROI As subsidies end and customers face the true cost of compute, inflated revenue numbers will collapse, causing massive valuation markdowns for frontier labs and a severe CapEx correction for hardware suppliers LLMs are plateauing and becoming basic commodities, especially with cheap, open-weight models rapidly closing the performance gap. Realizing that AGI is not…
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