Jason

Right.

The first thing you would tell me is, hey, Chamath, not all links are made equal.

Right?

So for example, if you generate a link for a pharmaceutical drug, Google charges a price per click that's way different than the link that they generate that goes to Amazon to buy toothpaste.

Right?

Now, for Amazon, it actually costs the same amount of money to generate that link.

For Google, sorry, right?

I think the thing that he needs to understand is he's equating this to energy, but the reality is that in AI models, the thing that we care about is what is that output token?

What is the revenue that's being generated?

What is the revenue that's being generated by the output token?

Ultimately, what he doesn't appreciate is that obviously Google and Facebook and Microsoft and OpenAI and X are not going to be in the business of generating negative revenue output tokens just for the sake of it.

How do you know that?

My wife got to the end of the internet this week.

She launched X, put it on voice mode.

She was stuck in traffic going from our house all the way to San Mateo and back.

That's like 10 minutes.

No, it's 25 minutes up, 25 minutes back.

She said, hey, you know what?

I ran out of tokens.

Like it said, you can't use it anymore.