The AI Chart Everyone Is Getting Wrong
6/12/202633 min
A viral Wall Street chart has kicked off a new round of AI bubble panic, but NLW argues the market is reading it wrong. The real story isn’t collapsing demand — it’s the shift from the token subsidy era to the token scarcity era, where companies are learning to route AI usage more efficiently. In the headlines: SpaceX’s IPO, Bezos’ Prometheus raise, Meta’s Manus split, chip supply chain crunches, and Goldman’s trillion-dollar AI infrastructure forecast.
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Transcript preview
First 90 secondsNLW· Host0:00
Today on the AI Daily Brief, the shift from token maxing to token panic happened so quickly, I'm gonna explain why things are a lot different than a lot of the charts and analysis running around would make you think. Before that, in the headlines, a preview of the upcoming SpaceX IPO. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. [upbeat music] All right, friends, quick announcements before we dive in. First of all, thank you to today's sponsors, KPMG, Section, Zencoder, and OutSystems. To get an ad-free version of the show, go to patreon.com/aidailybrief, or you can subscribe in Apple Podcasts. If you wanna learn more about sponsoring the show, send us a note at sponsors@aidailybrief.ai, or you can check out the new aidailybrief.ai/sponsors. By the way, one of the things that we have now on the new AI Daily Brief site, in addition to every episode having a whole page that organizes it into easy-to-share chunks, is a sponsors page where you can go see all of the offers we've shared, like for example, getting a free month of Bolt Pro. You can find all of that at aidailybrief.ai/sponsors. And while you're there, check out the rest, send me ideas. We're gonna be adding a lot here. For now, though, let's talk about the first big AI IPO of the year. [electronic sounds] We have a bit of an exciting Friday today. After months of anticipation, SpaceX is conducting the largest IPO in history. Now, this has been one of the most hyped up events in markets for a very long time. Investment banks have been battling