AI Demand Is Overstated — Only Anthropic Is Being Realistic https://vid.freedif.org/videos/watch/d66e2d0e-d8ed-4e03-b9a8-efe2e25b2e19 The main demand signal for artificial intelligence looks explosive on paper, but it may be significantly overstated. Token consumption, the basic unit of AI usage, is becoming a distorted metric. Companies like Shopify and Meta have created internal "tokenmaxxing" leaderboards that track how many tokens employees use, and Nvidia CEO Jensen Huang said engineers should be spending half their salary on tokens. But token demand is what the entire AI investment cycle is built on, and that demand number may not be real. CNBC's Deirdre Bosa shares her perscpective on why Anthropic, by pricing its tools for that reality, might be the best positioned AI company if a correction comes. Anchor and Columnist: Deirdre Bosa Produced by: Jasmine Wu Additional Production: Drew Troast Edited by: Matt Soto Animation: Emily Park Senior Director of Video: Jeniece Pettitt » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work with AI? Sign up for CNBC's new online course, Beyond the Basics: How to Use AI to Supercharge Your Work. Learn advanced AI skills like building custom GPTs and using AI agents to boost your productivity today. Sign up today: https://cnb.cx/4qKBe6H Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC AI Demand Is Overstated — Only Anthropic Is Being Realistic Sat, 18 Apr 2026 04:59:09 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://vid.freedif.org AI Demand Is Overstated — Only Anthropic Is Being Realistic https://vid.freedif.org/client/assets/images/icons/icon-1500x1500.png https://vid.freedif.org/videos/watch/d66e2d0e-d8ed-4e03-b9a8-efe2e25b2e19 All rights reserved, unless otherwise specified in the terms specified at https://vid.freedif.org/about and potential licenses granted by each content's rightholder.