Kojo Osei · 30 August 2026 · Industry Analysis

A bottom-up model of AI demand

Kojo Osei

A founder's personal token-usage data reveals 40× annual growth driven by model capability improvements and tooling innovations (agents, scheduling, automation), not compute supply—suggesting that AI demand will be shaped by behavioral adoption patterns spreading across knowledge workers, not just chip availability.

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Topics: AI (Horizontal) · AI Infrastructure

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