Who is on this subjectordered by the date of their first quote here
4 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 21 Nov 2025 — a date, and nothing else. It is not a claim about who reached a view first.
- Jensen Huang 1 thin 21 May 2024 – 21 May 2024 -549 d
- Dylan Patel 2 thin 21 Nov 2025 – 22 Jul 2026 +0 d
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Brad Gerstner
2
thin
15 May 2026 – 13 Jul 2026
+175 d
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Gavin Baker
1
thin
4 Aug 2026 – 4 Aug 2026
+256 d
The chronologysourced and dated, oldest first
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Jensen Huang
Huang compares AI factories to electricity generation, saying tokens will be sold per million like kilowatt-hours.
“And just like the last industrial revolution, nobody understood why this electricity is so valuable and is now sold, right, marketed kilowatt kilowatt hours, you know, per dollar.”
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Dylan Patel
Patel explains prefill costs one-fourth of decode per token, making 30,000 token inputs costlier than 2-4,000 token outputs.
“And that's a very common ratio. Right? And then when you think about, okay, the cost of running pre fill is roughly one fourth of running decode.”
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Brad Gerstner
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.”
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Brad Gerstner
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.”
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Dylan Patel
Patel reports that tokens now represent 30% of his 90-person company's costs versus 70% for employees.
“My my own company of 90 people, 30% of my cost now is tokens versus 70% employee costs.”
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Gavin Baker
Baker explains Silicon Data token index dip reflects mix shift to cheaper open source, not demand weakness.
“What the Silicon Data token index captures is mix, and they don't see all the tokens.”
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