We’re not even close to demand saturation with tokens. Have you seen the people rending their garments with rage that Anthropic and Google won’t let them use their flat-rate subscriptions to burn millions of tokens per hour on OpenClaw? And that’s a tiny set of die-hard tinkerers.

The ceiling of token use when everyone has something akin to OpenClaw just running as a background process on their phone is way higher than there’s supply for right now. Jevons paradox is still in full force.