Nufar Gaspar

speaker

2,488 appearances 11 recordings 1 series first heard Oct 2025 last heard 3 Sep

Nufar Gaspar’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 11 in all, peaking in Jun 2026 with 5.

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The AI Daily Brief: Artificial Intelligence News and Analysis · Everything You Need to Know About AI Tokens · 2 Aug 2026 podcast

So to kick us off and how we got in here, I want to walk you through four eras of token consumptions.

And probably you will recognize where you are.

And we all started by being basically token oblivious.

That was the all-inclusive era where model companies subsidized the usage.

And the flat subscriptions hid the meter.

And many individual users, and many of them are still there, just see the ceiling, not a per token price.

So that's where we started.

And then, like you said, we got into the era of token maximizing.

That was the leaderboard era where usage became the badge of high maturity.

And we all remember some of the conversations around Meta who tracked employee AI usage on an internal leaderboard.

They used to call it, and they used roughly between 60 to 74 trillion tokens in a single month.

And according to the data that was published, the top individual user used 280 billion tokens.

So to give a sense of how many this is, that is roughly 2.3 million books worth of text.

So if you want to try and imagine that, that's about 50 books every minute, continuously for a month.

So that was the meta story.

And then Uber launched also an adoption leaderboard and burned through the entire 2026 AI coding budget in about four months.

And there was another company, unnamed, but according to TechCrunch, they ran up $500 million of cloud bill with no usage limits in place.

So then in that era, usage became the metric, and Dashboard measured activity while claiming to measure value.

Obviously, this was unsustainable, and I know you have some opinions on that, but I'll be curious to hear your points.

But I also want to say that it actually got us to be, as always, the pendulum took us way too far to the era that I call token interest, which is where we are.

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