Why it matters
Token prices have a physical floor made of watts. If performance per watt really moves 10x, inference gets cheaper for everyone downstream, but only if suppliers pass the gain along instead of banking it as margin.
Tokenmaxxing read
Buck’s own arithmetic is the tell: 30-40 million developers, roughly $3 trillion in salaries, therefore nine trillion dollars of productivity from a claimed 3x. That is a multiplication, not a measurement, and the same piece notes firms are already capping employee token budgets.
Source takeaway
Vendor briefing, so every performance figure is Nvidia's own and the tokens-per-watt number covers initial CoreWeave runs on a single model. The Register itself flags the productivity math as a thought experiment rather than evidence.
