@mcuban

15 atoms · 跨 2 天 · 首见 2026-05-15 · 最近 2026-05-17

三色: 🟦 fact 0 · 🟥 take 15 · stance ▲15/▼0/◆0

来源: X 15

时态: fresh:15

标签: 好观点:14 · 好数字:3 · 好思考:1

叙事 (narrative) (4)

• 2026-05-15 · proposes tax rate less than 50c per million tokens
  Less than 50c per million tokens.
  tags: 好观点·好数字 · → daily
  value: qty=<$0.50 · unit=per million tokens
• 2026-05-17 · claims token tax connects to fears about AI as resource hog
  Taxing tokens is the most direct approach that also connects to the fears people have about AI.
  tags: 好观点 · → daily
• 2026-05-17 · argues tax addresses fears of AI job loss
  people are afraid of AI and job loss. This at least starts to take on those fears with something beyond “trust these multi trillion dollar AI companies that accelerate depreciation to pay zero taxes.
  tags: 好观点 · → daily
• 2026-05-15 · proposes federal tax on tokens at provider level
  We should federally tax Tokens at the Provider level.
  tags: 好观点 · → daily

预测 (forecast) (11)

• 2026-05-17 · argues competition is so intense it won't impact labs ability to raise funding
  The competition is so intense, the frontiers are afraid it’s a winner take all, it won’t impact their ability to raise funding.
  tags: 好观点·好思考 · → daily
• 2026-05-15 · forecasts tax could grow 30x to 100x over ten years
  but over the next ten years could grow 30x to 100x
  tags: 好数字·好观点 · → daily
  value: qty=30x-100x · date=over next 10 years
• 2026-05-15 · estimates tax could generate $10B/year initially
  Generate maybe 10 billion dollars a year to start
  tags: 好数字 · → daily
  value: qty=$10B · date=annually
• 2026-05-17 · says tax incentivizes providers to optimize energy per token
  it incentivizes providers to optimize energy per token.
  tags: 好观点 · → daily
• 2026-05-17 · says tax can be indexed and drop as volume grows
  (The price can easily be indexed and drop as volume grows.)
  tags: 好观点 · → daily
• 2026-05-17 · claims VCs/investors will subsidize any tax not passed to customers
  Which means effectively the VCs /investors are subsidizing any amount that isn’t passed on to buyers.
  tags: 好观点 · → daily
• 2026-05-17 · says foreign companies opening DCs in US would face higher taxes
  I don’t see foreign companies opening or being allowed to open DCs here and exclusively host and sell their own models. And if they do, the fact that there is a federal tax on our token sales, they will know there is a great chance the taxes will be much higher on foreign companies
  tags: 好观点 · → daily
• 2026-05-15 · claims tax would push big AI players to optimize tokenization, caching, routing and localization
  It will push the big AI players to optimize tokenization, caching , routing and localization
  tags: 好观点 · → daily
• 2026-05-15 · claims tax would reduce energy usage
  Reduce energy usage.
  tags: 好观点 · → daily
• 2026-05-15 · claims tax would create funding source for federal debt or AI response
  Create a source of funding to pay down the federal debt or deploy, in response to the things AI brings that we don’t expect or don’t like
  tags: 好观点 · → daily
• 2026-05-15 · predicts models will pass tax on to customers eventually
  At some point the models will pass it on to customers.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-05-17 · narrative · claims token tax connects to fears about AI as resource hog · → daily
• 2026-05-17 · forecast · says tax incentivizes providers to optimize energy per token · → daily
• 2026-05-17 · forecast · says tax can be indexed and drop as volume grows · → daily
• 2026-05-17 · forecast · argues competition is so intense it won't impact labs abilit · → daily
• 2026-05-17 · forecast · claims VCs/investors will subsidize any tax not passed to cu · → daily
• 2026-05-17 · forecast · says foreign companies opening DCs in US would face higher t · → daily
• 2026-05-17 · narrative · argues tax addresses fears of AI job loss · → daily
• 2026-05-15 · narrative · proposes federal tax on tokens at provider level · → daily
• 2026-05-15 · narrative · proposes tax rate less than 50c per million tokens · → daily
• 2026-05-15 · forecast · claims tax would push big AI players to optimize tokenizatio · → daily
• 2026-05-15 · forecast · claims tax would reduce energy usage · → daily
• 2026-05-15 · forecast · estimates tax could generate $10B/year initially · → daily
• 2026-05-15 · forecast · forecasts tax could grow 30x to 100x over ten years · → daily
• 2026-05-15 · forecast · claims tax would create funding source for federal debt or A · → daily
• 2026-05-15 · forecast · predicts models will pass tax on to customers eventually · → daily

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