2 years ago... AI pioneers might have burned through 100k or even 1m tokens a day just by chatting on GPT/Claude web interfaces... Back then, regular folks might not even use up a single token in a month because there weren’t the tools/DeepSeek/Doubao available yet... But now, many regular users are already consuming 100k ~ 1m tokens daily just through casual conversations, like using Doubao’s chat platform... And now, AI pioneers are burning through 1 billion to 10 billion tokens daily... via agents... So, 2 years from now, when agents become widespread and accessible to everyone... and regular users are consuming 1 billion tokens a day... will the current GPUs even be enough? And what about the daily consumption of AI pioneers by then? Don’t bother analyzing supply and demand—it’s all human-driven. Instead, why not study the evolution of usage habits? That’s the real supply and demand...