Token Economics: New Currency War in the AI ​​Era

Оригинальный автор：硅谷101

Первоисточник：https://www.youtube.com/embed/ppRvzPXGpEw

The competition in AI has shifted from "fighting for models" to "fighting for consumption." Employees are frantically competing for how many tokens they can burn every day, and Silicon Valley bosses are also worried about the skyrocketing AI bills. When agent tools increase token consumption by hundreds of times, a cruel question comes to the fore: How are the tokens we are paying crazy money for priced at? Is it true that the more you burn, the stronger you become? In this video, we interviewed engineers who study chip and token efficiency, front-line agent developers, and cloud computing entrepreneurs, and deeply dissected the composition and pricing methods of token bills. At the same time, China's big models are dominating the global developer community with their outstanding cost performance, which has also given rise to the rise of a new business model called "token arbitrage." When tokens become a new form of "commodity", we are witnessing the beginning of a new currency war. Will "token overseas" become China's next structural industry opportunity? Interview guests: Xiao Zhibin: Founder & CEO of ZFLOW AI, former chairman and board advisor of the China-American Semiconductor Association Zhixian: Bachelor’s and Master’s degree in Computer Science from Peking University, AI enthusiast and community project OwliaBot builder Nathan Wang: Senior AI Agent developer Alex Yeh: GMI Cloud founder Qian Yujing: GMI Cloud engineering director Timeline: 00:00 New trend in Silicon Valley: Token burning has become a new indicator to measure the nativeness of AI 01:26 Token-maxxing debate: The more you use, the better? 05:38 Dismantling Token bills: How do large model companies calculate money? 12:32 Chinese model tops the token calling rankings: How to achieve super cost-effectiveness? 16:33 OpenRouter: The "King of Shelves" from NFT to AI 19:31 Metronome: Who is "installing electricity meters" on tokens? 22:31 Token arbitrage: When “middlemen” start to make money from the price difference 29:22 Chinese tokens going global: a structural industry opportunity? [About Silicon Valley 101] We are a column founded by reporters/hosts from front-line media at home and abroad. We provide in-depth analysis of innovation trends in Silicon Valley and share the latest trends in the technology industry in a relaxed style. We have recruited top technology tycoons, accumulated tens of thousands of hours of media experience, done investigative reporting, and handled well-known in-depth articles with over 10 million circulations, triggering national discussions and hot searches on Weibo; we are committed to transforming the most professional media literacy and information collection capabilities into easy-to-disseminate new media power. Its podcast column of the same name: https://www.youtube.com/@valley101podcast Follow us and sail into the future from here. Contact us: video@sv101.net [Previous highlights] https://www.youtube.com/watch?v=HLJdElh2tFc https://www.youtube.com/watch?v=jn_H3vuUC6E https://www.youtube.com/watch?v=CIDVbaXWp64 https://www.youtube.com/watch?v=7D_8zimKtB4 https://www.youtube.com/watch?v=tzEWYNQmnmc https://www.youtube.com/watch?v=kjqOsLdvSFg https://www.youtube.com/watch?v=HjopX519nXg https://www.youtube.com/watch?v=pdcT2jwXP0s https://www.youtube.com/watch?v=uCvqXv_FJtI https://www.youtube.com/watch?v=SYuSZIIYOfI&t https://www.youtube.com/watch?v=Tzp0EF-sysI https://www.youtube.com/watch?v=CfxuqbB9dj4 https://www.youtube.com/watch?v=ZDXIUO7CRzo https://www.youtube.com/watch?v=18qSqzTdnbs https://www.youtube.com/watch?v=j13RPyHHCWk https://www.youtube.com/watch?v=VJgIENvy14k https://www.youtube.com/watch?v=thUc2wdtUTY https://www.youtube.com/watch?v=Hemlsyob1Ng https://www.youtube.com/watch?v=g5hw1HZfwTc https://www.youtube.com/watch?v=bO6xBjIx9JQ https://www.youtube.com/watch?v=qs0ovkaacls