cam

to catch a bus you have to think like a bus

[NoLimit @NoLimitGains]

Something is happening in South Korea.

[The Assembly @InTheAssembly]

Do you know how crazy this is?

This chart tracks total daily spending on LLM tokens across the entire industry.

In December it sat at 1.01.

Today it just hit 2.12.

Total spending on AI inference has more than DOUBLED in under six months.

Every doubling means more GPUs, more power, more cooling, more data centers, more capex.

It’s why the hyperscalers have guided over $300 billion in capex into 2026.

It’s why NVDA's data center number keeps doing the impossible.

The bear case used to be that AI demand was a sugar high.

The chart says the exact opposite.

But it raises a harder question.

If consumption is doubling every six months, the infrastructure bill of every company running models at scale is doubling too.

Someone is paying for all of this.

Either AI monetization catches up to AI adoption.

Or the next twelve months expose who can actually afford to keep going and who can’t.

[cam @cammoorej]

@djchrisstussy @CoxenBean yes la

[cam @cammoorej]

@CoxenBean @joshminchy99 Some groovy shit

[cam @cammoorej]

@MichaelBibi1 @CoxenBean

[cam @cammoorej]

@morrisd98 @FootballJOE Nothing but ball

[cam @cammoorej]

@solardomusic https://t.co/ySwc7zgLic

[Universal Curiosity @UniverCurious]

Think about it.

[cam @cammoorej]

Yo what the frick

[cam @cammoorej]

@JohnKay169 We heavyweights out here

[cam @cammoorej]

@joshminchy99 @TinTechno @Lucy_Taylor08 @AmelieLens @Creamfields Crazy man, can remember the exact moment

[Michael Bibi @MichaelBibi1]

music on, close eyes, float away

[AJ ❄️ @Levance_]

Know the difference.

[Naval @naval]

Cola has no “taste memory.” For an addict, it can replace water entirely.

Social media has infinite variation. For an addict, it can replace learning entirely.

Porn can replace sex. Games can replace careers. Sugar can replace nutrition. Drugs can replace motivation.

Entirely.

[Naval @naval]

The modern devil is cheap dopamine.

[cam @cammoorej]

@jordanlyes @BurnleyOfficial BURNLEY BURNLEY BURNLEY🙌🙌

[cam @cammoorej]

@NoahMax_ @ScottishBantrr @BenFear2 @MadeleyMaldini @JohnKay169 @tomwhitfielddd Twice as fast😳

[cam @cammoorej]

@NoahMax_ @ScottishBantrr @BenFear2 @MadeleyMaldini @JohnKay169 @tomwhitfielddd Imagine davros doing this