Frances Valintine

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1,848 appearances 1 recordings 1 series first heard Jun 2026 last heard 7 Jun

Frances Valintine’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Between Two Beers Podcast · Futurist Frances Valintine: NZ's Looming Demographic Crisis & the Future of Work · 7 Jun 2026 podcast

I mean, I have my own.

When you're using it, because when you move into energetic, when it's doing agents, it's going off and doing things for you and it's using what we call tokens, the consumption of tokens up until now has been massively subsidised.

So you might spend $100, the company's probably paying $1,000 for you to be using it to keep you in the market share.

But we've now hit the plateau where we don't have enough compute in the world to run that anymore.

So we're actually going to get to a point where the slowdown is either going to be driven by only those who can afford it.

And so if you say, well, I've got 10 people, I can now have two people to do the job of 10 because the rest of the eight are all going to be using AI.

If that cost of AI starts creeping up to $1,000 or $2,000 a month,

it potentially will slow some of that adoption down because they actually will start – a bit like today with a car.

If you're in a petrol car, you drive it less because of the cost of fuel.

AI is exactly the same.

You'll use it less because businesses will not be open to this idea of infinite use if it's going to continue to rack up in dollars.

And a lot of it's not – it caps out.

I constantly get this moment where –

I'm using it and I'm in a process of doing something amazing and it stops and says, you've run out of tokens.

And then you go, the top up for the next one is another $200.

And you're like, do I need to spend another $200 to do this?

That is because those subsidies are starting to wean back and they're going to be gone.

And you'll start to see the emergence of two or three superpowers in AI, but people will spend a lot more money.

And I think this is stuff that's only really starting to evolve now.

Interesting enough, that is also a very Western and US view of the world because if you look at China, potentially they all have a very different view because they have built a lot more of the infrastructure.

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