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The AI cycle and it's token usage market

The AI cycle and it's token usage market

by rzwsan·Jul 27, 2026·1 point·0 comments

AI Analysis

MidBold Bet

Opinion piece on Goodhart's Law in AI token pricing without new tooling or data.

Strengths
  • Clearly articulates the circularity problem where tech giants invest in startups buying their cloud.
  • Highlights the specific risk of unconstrained agentic loops generating massive unexpected invoices.
Weaknesses
  • Purely theoretical analysis offering no code, dataset, or actionable framework for mitigation.
  • Substack blog post submitted as a project lacks the substance of a shipped tool or demo.
Category
Target Audience

CTOs and AI product managers evaluating deployment costs

Similar To

Ben Thompson Stratechery · MIT Technology Review

Post Description

The way generative AI is totally different than how it should be. Mostly, one of the bigger problems is the gap between understanding value by output and actually using tokens in production, or using more tokens. They measure it by the amount of tokens spent, not by the total value it creates in the end.

In this post we discussed about the problems and the way of looking at it and what can be done.

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