17 connected korrents · 15 moments from 25 Mar 2024 to 9 Sept 2026.
At the centre
Most of the gain in tokens per dollar per watt comes from software, not from new hardware — 5x, 10x, sometimes 40x on one model family.
Last stated 12 Nov 2025 · 11 months ago
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Satya Nadella
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Similar wording
Token prices have stayed flat because labs deliberately kept models smaller than expected in order to get more experimental cycles.
Last stated 11 Aug 2026 · 2 months ago
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Ryan Greenblatt
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Similar wording
Ten cents of electricity generates a thousand dollars of economic value in AI, so the price of power barely matters to the labs.
Last stated 15 Aug 2025 · a year ago
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Casey Handmer
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Similar wording
The cost of a token is falling by an order of magnitude every year, even as the price of the computers that make them goes up.
Last stated 23 Mar 2026 · 7 months ago
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Jensen Huang
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Similar wording
The largest tech companies are not using fewer tokens; they are switching to cheaper, still capable open models instead of SOTA models.
Last stated 9 Sept 2026 · a month ago
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Gergely Orosz
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Similar wording
There is an underserved market for tools that help people understand what is being built, rather than pump out more tokens, though it is hard to market.
Last stated 3 Sept 2026 · 2 months ago
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Ben Vinegar
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Similar wording
Maxing out your token usage is optimising one node of the factory for utilisation instead of the end-to-end goal of shipping value that is stable and lasts.
Last stated 15 Jul 2026 · 3 months ago
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Dex Horthy
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Similar wording
The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available.
Last stated 15 Aug 2025 · a year ago
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Casey Handmer
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Similar wording
The software industry is massively underperforming its hardware, by factors of ten to a hundred, and people refuse to believe the numbers when you say them.
Last stated 26 Aug 2026 · 2 months ago
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Casey Muratori
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Same subject: solar
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Last stated 18 Apr 2024 · 3 years ago
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Austin Vernon
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Same subject: solar
A solar panel is a manufactured object that produces wealth rather than consuming it, at a hundred times the rate of the best farmland.
Last stated 9 Nov 2024 · 2 years ago
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Casey Handmer
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Same subject: solar
A spacecraft built to service satellites is also a weapon, because the same robotic arm that refuels one can disable one.
Last stated 25 Mar 2024 · 3 years ago
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Brian G. Chow
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Same subject: nuclear power
America stopped building reactors because Three Mile Island was mismanaged as a public-relations event, not because anyone was harmed by it.
Last stated 15 Aug 2026 · 2 months ago
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Isaiah Taylor
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Same subject: nuclear power
Most nuclear companies will not have this solved by 2031, and many still will not by 2035, because they have the wrong mindset.
Last stated 15 Aug 2026 · 2 months ago
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Isaiah Taylor
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Same subject: nuclear power
Most of the nuclear industry is a modelling and simulation business producing paper reactors, not a business that builds them.
Last stated 15 Aug 2026 · 2 months ago
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Isaiah Taylor
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Same subject: data centers
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Last stated 11 Oct 2025 · a year ago
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Andy Masley
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Same subject: data centers
A local SSD might as well be treated as one more layer of the memory cache hierarchy.
Last stated 26 Sept 2024 · 2 years ago
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Kenton Varda
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Same subject: data centers
A server's real network throughput can exceed what its single fastest port suggests when a protocol supports channel bonding across multiple links.
Last stated 23 Aug 2026 · 2 months ago
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Scott Hanselman