Equilibrium State
Oversupply Triggered
Bottleneck: Human Attention Review Capacity
Compute Utilization
42.8%
GPU Hardware Underutilized
Unread Token Backlog
14.2M
Daily tokens exceeding human capacity
Marginal Token Utility
Sub-economic
Value decay vs cognitive overhead
Live Macro Compute & Token Pipeline Topology Real-time Flow Particle Renderer
Token Supply vs Cognitive Absorption
Compute Utilization & FLOP Trajectory
Economic Diagnosis & Market Dynamics
Under current inputs (4.5x Model Efficiency, 35% Autonomy), raw token production outpaces human review bandwidth. While 35% of agent tasks run headlessly, the remaining 65% hit a cognitive bottleneck of 200,000 tokens/day per human auditor. This generates an unread token backlog of 14.2M tokens daily, dropping compute utilization to 42.8% and driving marginal token utility into sub-economic space.
"If models become so smart & efficient that they can do nearly everything we need, while human attention becomes the limiting factor, we could end up oversupplied." — Sam Altman