Tokenomics, Claude Mythos, and Infinite Demand - YouTube

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Patrick O'Shaughnessy sits down with Dylan Patel, founder of SemiAnalysis, to explore the explosive supply and demand dynamics of the AI revolution. Dylan shares how his firm's token spend skyrocketed to $7 million a year, completely transforming their productivity and highlighting a new era where execution is cheap, but high-quality ideas are at a premium. They dive into the implications of Anthropic’s frontier models like Opus 4.7 and "Mythos," the hidden bottlenecks in the semiconductor supply chain (including memory, TSMC, and CPUs), and the economic phenomenon of "phantom GDP." Finally,…

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