Conference Presentation, Interview
90% of AI tokens will be asynchronous | Matan Grinberg, Factory
- AI consumption is projected to grow rapidly, with revenue expected to expand at an accelerated pace.
- A mass illness event occurring tomorrow poses a risk of causing cloud code usage to drop to zero.
- Approximately 90% of tokens are predicted to shift to asynchronous usage within a 12 to 24-month timeframe.
- Future asynchronous agents are planned to autonomously identify customer signals and initiate actions, such as resolving issues or generating first-pass solutions.
- This transition to autonomous asynchronous agents signifies the onset of true agent-native capabilities, moving beyond the current "co-pilot mode" where users must actively initiate tasks.
- In the resulting agent-native scenarios, system interactions will maintain distinct boundaries from full autonomy by operating without frequently requesting user input prior to acting.