#3 Token prices are heading to ~1/10th of today's. Compute scarcity props prices up while consumers (unprofitable) eat half the supply. As efficiency catches up: prices collapse, usage explodes - Jevons paradox. The durable moat becomes memory + context aka The Harness, not the

#3 Token prices are heading to ~1/10th of today’s.
Compute scarcity props prices up while consumers (unprofitable) eat half the supply.
As efficiency catches up: prices collapse, usage explodes – Jevons paradox. The durable moat becomes memory + context aka The Harness, not the

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Jun 26, 2026

Life | Technology | Investing

#3 Token prices are heading to ~1/10th of today’s. Compute scarcity props prices up while consumers (unprofitable) eat half the supply. As efficiency catches up: prices collapse, usage explodes – Jevons paradox. The durable moat becomes memory + context aka The Harness, not the

#3 Token prices are heading to ~1/10th of today’s. Compute scarcity props prices up while consumers (unprofitable) eat half the supply. As efficiency catches up: prices collapse, usage explodes – Jevons paradox. The durable moat becomes memory + context aka The Harness, not the

#2 Consumers tolerate false positives. Enterprises tolerate zero. That one gap explains the whole market. Frontier models chase consumer breadth (brand + post-training data). Real agentic enterprise value needs depth, context, memory — that’s where the moat forms.