
Thoughts resulting from my OpenClaw experiment.
AI didn’t suddenly “arrive.” It evolved fast—and logically.
First, models predicted the next word.
Then they learned to reason.
Then to write code.
Now they’re starting to do the work.
Working hands-on with tools like OpenClaw made something click for me:
AI models are no longer just tools. They’re becoming sources of intelligence.
And the real unit of intelligence isn’t an app or an agent—it’s a token.
If you believe AI will automate meaningful work, then the world will need an enormous number of units of intelligence running in parallel. That’s not optional. Humans have built staggering complexity into workflows, processes, regulations, and systems. For AI to operate inside that complexity day-to-day, token production must increase by orders of magnitude.
Token production is constrained by two things:
- Chips
- Electricity
That’s it.
Any company innovating meaningfully in both compute efficiency and energy is positioning itself at the center of the next economic shift. This isn’t hype—it’s infrastructure math.
We’re not approaching the future.
We’re already inside the acceleration curve.
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