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Andy Berman

Oct 29, 2026

8:52
So what are your thoughts on token pricing in this virtuous cycle? Can it
8:55
continue? My view since 2023, since working with the labs starting at that point, is assume the token prices will always go down.
9:05
Your cost of intelligence is always going to go down over time.
9:08
Now, where we are with these models, let's call it Fable, let's call it Astra, let's even call it Opus and Sol's 6.1, they are good enough for almost every workflow that the average worker should be using.
9:22
Now, where we are outside of, let's call it the valley and digital natives and AI natives in terms of AI adoption, I'd say we're probably only 2% to 3% of where you expect us to be, where you expect companies to be.
9:34
And what we see across the board as you start going to Fortune 1000, Fortune 2000, or even Fortune 50, most companies still have yet to connect an llm to tools and resources that actually allow you to generate the roi that people expect from what engineers do and so you're you're in this messy middle still today coming into 2027 and i think people forget outside of the bay and outside of other and outside of tech the ability to actually call tools and resources and to get work done really only became available at Christmas last year.
10:12
And so we're in the first year.

10 MINS LATER

20:34
Isn't it going to rip tokens?

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