Intelligence. Capitalised The definitive AI authority for the global executive. Mapping the strategy and economics of Artificial Intelligence.
Barcelona | Global
Joined April 2026
- Tweets821
- Following116
- Followers49
- Likes109
tokenando retweeted
Whenever someone asks me whether AI will make it easier for hackers to move money out of our bank accounts, my answer is always the same:
the problem is usually the human in the loop.
The Compute by @TokenandoAI Issue XXV is out:
tokenandoai.substack.com/p/t…
🤖 Made with AI
tokenando retweeted
Edward Frenkel says maths ^ love are the only 2 languages every human being can speak. A friend countered: “a lot of people can't math”, to which I added: “and many people can't love either.”
This week’s issue of The Compute by @TokenandoAI is about how good design draws on both.
tokenando retweeted
The White House just renamed AI "Super Intelligence", keeping the same legal definition, so nothing the technology does has actually changed.
The Compute by @TokenandoAI is out today. In it we discuss what "super" means & the EU free supercomputer offering
tokenandoai.substack.com/p/s…
🤖 Made with AI
tokenando retweeted
Humans are the minority user of AI
Agents burn nearly 5x the tokens people do, up 14x since February
More charts in State of Markets II: a16z.news/p/state-of-markets…
Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product.
Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years.
We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher.
Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism.
Much more in our SoM report here - a16z.news/p/state-of-markets…
@a16z @sarahdingwang @aleximm @santiago__rdz
tokenando retweeted
GPT-6.1 Sol makes frontier intelligence more affordable, so you can use it for more of the work that matters and developers can build and run applications at scale.
Cached input costs just $0.10 per million tokens—95% less than standard input pricing and 50% less than GPT-6 Sol’s cached input pricing.
tokenando retweeted
I started drafting this week's issue of The Compute by @TokenandoAI with a theory:
Every unit of measure is an invention: a Kg, a barrel, a Kwh. Nobody counts the real stuff: grains, molecules or electrons.
AI tokens look different: a token is a token and it measures itself.
tokenando retweeted
Every deal here bets a chip is worth something in ten years. Nobody has published a price for any of it... but that is set to change in the coming months, and this is the kind of intelligence we built @TokenandoAI for!
tokenando retweeted
"Claudefishing": @Substack CEO @chrisbest coined this term for when we invest our attention in AI slop, disguised as something a human wrote.
Money can't buy taste, it buys compute, which is what this week's issue of The Compute by @TokenandoAI is about: tokenandoai.substack.com/p/i…
tokenando retweeted
SITUATION EXPLAINED: Why is DeepSeek raising prices right as it ships a Claude Code rival?
• V4 Pro goes from a flat $0.44/$0.87 to $0.66/$1.98 off-peak and $1.32/$3.96 at peak, effective Sunday
• Alongside it, DeepSeek Harness shipped in developer preview under an MIT license, with every part of the agent runtime built as a swappable plugin
• Claude Code is closed-source. DeepSeek is open-sourcing its equivalent, so anyone can fork it and point it at a different model
@theojaffee: "The thing about open source harnesses is that they're open source, so you can change them."
tokenando retweeted
Both positions cannot hold.
Read all about it, and what the September US-China AI talks are actually about, in Issue XV of The Compute by @TokenandoAI coming to us this week courtesy of my good friend and esteemed policy expert: Ricardo Tavares...
tokenandoai.substack.com/p/t…
tokenando retweeted
When @huggingface got hacked by @OpenAI's agents last month, the tried to use Anthropic's frontier models to help with the forensics. They couldn't: the cyber security guardrails could not tell a defender from an attacker. So it ran a Chinese model locally instead... that worked.
tokenando retweeted
Today we are excited to launch Tenor, backed by @ycombinator (S26).
Tenor turns every employee into a manager of AI workers.
Companies are spending billions on AI, yet treat it like a software subscription. Unlike software, labor gets a job, a manager, a budget, and a review.
For the first time, your AI spend becomes accountable labor: every AI worker gets a job, a manager, a budget, and measurable outcomes.
tokenando retweeted
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-W…
tokenando retweeted
Hosting a free online session this Thursday for anyone who wants to understand how AI actually works, and where the money is flowing.
Follow the Token: A 60-Minute Map of the AI Economy
Thursday, July 16
17:00 Dubai / 15:00 Barcelona
Organised in collaboration witth @TiEDubai
🧵
tokenando retweeted
"Jobs built on judgement and creativity are safe from AI."
@danielsusskind spent an hour in Barcelona this week explaining why that comfort zone is tinier than it sounds.
Find out why in the lates issue of "The Compute" by @TokenandoAI
🔗 in the comments below
🤖 Made with AI
tokenando retweeted
This week in The Compute by @TokenandoAI: the real price of AI, and why customers are leaving for open models.
Read it here, subscriber and share with your friends...
tokenandoai.substack.com/p/c…
🤖 Made with AI
