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Everything has some satisfied limit to demand, often depending on the price. If you assume there will never be any satisfied limit to demand for inference at any price you can justify any investment.

by x-complexity6 hours ago|

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So far, at least by Openrouter's weekly numbers, there doesn't seem to be a satisfied limit.

https://openrouter.ai/rankings#top-models

And their market share sits at around 16-20%.

At 75.3 trillion tokens for the week ending 10 Aug 2026, that means that up to 450 trillion tokens were plausibly demanded by the whole market for that week.

My take: At max saturation, each person on earth could have their demands satiated by an average of 16 agents running concurrently. Sometimes more, often times less, but the average would likely be at 16.

At 200 tokens/second for each agent, that would mean 15.48288 quintillion tokens per week.

We're currently at about 0.00290643601% of the calculated demand ceiling.

Even if the demand limit per person is just 1 agent at 50 tokens/second, the current demand's still 0.186011905% of the theoretical ceiling.

by aldonius10 hours ago|

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Yeah, but there's certainly a part of the curve where price drops by X OOMs and demand increases by much more than X OOMs. (Presumably some of that is substitution and some of that is new use cases.)

by adventured9 hours ago|

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Looking back nearly 80 years, what has been the limit to transistor demand so far?

Unlimited.

What has been the limit to electricity demand globally?

Unlimited.

We can't get enough and never will. Costs have to become pretty severe to turn back the demand as well.