金十数据|Mar 29, 2026 05:44
[Zhou Hongyi: Tokens will never be used like unlimited monthly mobile data plans]
Jin10 Data, March 29 – On March 29, at the Global Unicorn Enterprise Conference, 360 founder Zhou Hongyi provided an analysis of the recent trending phenomenon known as the 'Lobster Craze' (OpenClaw intelligent agents). Addressing the question of when tokens can become more accessible and inclusive for ordinary people, akin to mobile data, Zhou Hongyi stated:
The core of traditional internet lies in traffic, with its infrastructure (such as fiber optics) offering nearly unlimited capacity. Users' consumption of data is proportional to time and usage. As the number of platform users increases, the marginal cost actually decreases. However, AI operates on a completely different principle.
The essence of AI operation is the consumption of computing power, information processing, and 'intelligence costs,' adhering to the logic of information and energy conservation: the more complex the task and the deeper the demand, the higher the consumption of computing power and resources. It is impossible to achieve highly complex tasks with extremely low input.
Tokens are the measurement units for AI's consumption of intelligence and computing power. Their unit price is relatively fixed, and the more tokens used, the higher the cost. Therefore, tokens can never achieve unlimited monthly usage like mobile data plans.
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