It’s computing power. Like we buy apps – presentations are passe. So if I want to present a concept, I talk to my computer/AI model and ask it to create a deck/video/3d animation etc to be able to present my concept.

However the ability to do this will be limited to the quality of the model and further the amount of computing power it can access. So now I want my model to be better – so I buy more tokens that allow me more compute and so forth.

Companies that have two edges – either a better trained agent or access to more computing power will gain in this scenario. Invest.