Gerstner argues that token production and consumption is the fundamental basis of all AI intelligence.
“There is no intelligence. There's no consumer chat GPT. There's no enterprise intelligence. There's no clawed code without the production of tokens.”
Gerstner argues replacing a software engineer may require 2 million expensive tokens where quality matters significantly.
“if you're talking about replacing a software engineer for two hours, that may take 2,000,000 expensive tokens. And the consequence of using something that's 95% as good is really high.”