The AI Daily Brief · Friday, July 31, 2026
An analyst argues that current AI demand is a tiny fraction of total possible demand, with growth rates outstripping the ability to bring more intelligence online. This physics-driven increase in demand, they contend, ensures that tokens produced by OpenAI and Anthropic will continue to be purchased.
“we are currently consuming a tiny, even vanishingly small percentage of the total possible demand for intelligence from AI.”
“The speed at which demand will increase is faster and will be faster than our ability to bring more intelligence online.”
“I believe that every single token that Open AI or Anthropic produce at almost any cost within the bounds of where they are, will be bought.”