David George and Gavin Baker on why AI demand is just getting started, and the numbers they're seeing across power users: David: "If you actually look at the power law of the actual engineers in those companies, the highest-spending engineers are spending 10 or sometimes 100x more than the median engineer." "And so there's this question of, where are we at in diffusion? There's one and a half billion knowledge workers. It feels like we're nowhere on the demand side and we're massively supply constrained." Gavin: "At Atreides, our internal token consumption has gone up 100x from the month of March. March through August, 100x our token spend." "And we just got access to Grok Bot Enterprise, and with two people using it, it looks like token spend might 10 or 20x in a month from August." David: "It's actually extremely valuable. We have some heavy Grok Bot users here, and it is very productive use. This is not wasteful token spend." @DavidGeorge83 @GavinSBaker(a16z)