Cnbc
@cnbc·4.2M subscribers·16.1K videos
AI Demand Is Inflated And Only Anthropic Is Being Realistic
Posted
April 17, 2026
Views
93,884
Likes
1,885
Comments
240
Engagement
2.26%
April 17, 2026
93,884
1,885
240
2.26%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
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
» Subscribe to CNBC TV
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 BasicsHow 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
Connect with CNBC News Online
Get the latest news
Follow CNBC on LinkedIn
Follow CNBC News on Instagram
Follow CNBC News on Facebook
Follow CNBC on Threads
Follow CNBC News on X
Follow CNBC on WhatsApp
#CNBC
AI Demand Is Overstated — Only Anthropic Is Being Realistic
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
