The Kobeissi Letter reports AI token spending grew just 0.2% month-over-month in September, the lowest monthly growth since November 2025, as prices per million tokens fell 48% since July to $0.65.

Macquarie flags optimal entry for China AI chip players on AI growth, domestic LLM expansion and token economy momentum.

CNBC reports Wall Street needs token economy crash course before OpenAI Anthropic IPOs, with SpaceX as preview of tokenization.

Gavin Baker highlights AI shift from model IQ to token utility, emphasizing producers vs consumers amid rising token bills in 2026.