even polymarket sees it now
Polymarket@Polymarket
JUST IN: Businesses are shifting from AI “tokenmaxxing” to efficiency, threatening the explosive growth of OpenAI & Anthropic.
10:41 AM · Jun 26, 2026 · 5.2K Views
CNBC says enterprise shift from token volume to cost optimization threatens projected revenue growth at OpenAI and Anthropic
Polymarket prediction markets also reflect this cooling enterprise demand.
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Sentiment
Some users praise the shift from tokenmaxxing to AI efficiency as the right move that builds no false moats, while others call it an oligarchic nightmare that fades hype before IPOs and risks making humans expendable.
Pos
40.0%
Neg
60.0%
5 comments with sentiment.
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DimaGaydar@gaidardima
@CNBC ALFRED's words are absolutely right! We were warned about AI back in 1992, ---"Sounds as if the human race could become quite expendable for AI." Stop AI
11hViews 90Likes 1Bookmarks 1
LIKES1
Spiritus Dei@_spiritusdei
@CNBC 👇
https://www.reddit.com/r/Cervantes_AI/s/sB9vpReuFI
5hLikes 1
RETWEETS13
CNBC@CNBC
OpenAI and Anthropic face new AI reality as companies shift from tokenmaxxing to efficiency https://www.cnbc.com/2026/06/26/openai-anthropic-new-ai-spending-reality-as-users-shift-to-efficiency.html?taid=6a3e6cfd4493680001f19646&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter
12hViews 24.8KLikes 82Bookmarks 17
Thermotopy@Thermotopy
@CNBC Dario, you, of all people, should have been able to resist this logic of power. What’s happening is exactly the worst nightmare. An oligarch-emperor who decides who will control the intelligence of the future—the ultimate power. OSP! (open source power ✊)
11hViews 69
why@NullContex1s
@CNBC Efficiency is the next battleground. Wonder how this changes the hardware landscape.
10hViews 30
Volodymyr Pavlenko@mindinpanic
@CNBC tokenmaxxing to efficiency is genuinely the right shift. the token burners were never building real moats anyway.
11hViews 29
Jan Stevens@janstevens
@GaryMarcus The interesting part is whether efficiency reduces demand overall, or just changes what gets built. Either way, “more tokens = more value” was never a durable assumption.
6hViews 21
Oreabetsoe Mosikare@bekeep221643
@CNBC ❤️
9hViews 20
ProudIndependent@CEOTech2020@Bhasker36731383
@CNBC All hype before IPO faded away
3hViews 8
brian king@MacroTST
@CNBC AI is entering its margin phase. Tokenmaxxing proved demand; efficiency will decide who actually makes money.
10h