Tech investor Gavin Baker just dropped a bombshell view that's reshaping AI battles: forget chasing raw model intelligence—it's all about token utility now, pitting AI token producers vs consumers in a cutthroat race. Fu Sheng, tweeting from @FuSheng_0306, echoes this, scrutinizing his firm's 30,000 token bill for real value through massive context handling. This AI competition evolution mirrors last year's pivot, where firms like those in the TAO ecosystem surged by optimizing token utility in AI for practical apps, dodging wasteful spends. Baker's insight, fresh off his 2025 podcast launch, slams home that in 2026's AI arena, you're either generating tokens or burning cash consuming them—no middle ground.