Premium"120 Quadrillion Tokens Monthly By 2030": Goldman's Deep Dive Into The Coming Agentic Economy
Step aside Generative AI: Agentic AI has burst onto the ever-evolving AI scene with significant promise, capturing the imagination of industry practitioners and investors alike (and certainly countless grifters). As Goldman writes in its in depth - and very bullish - report on the topic "Decoding the Agentic Economy: The Coming Inflection in AI Usage and Margins" (available to pro subscribers) published earlier this week "at its fullest, Agentic AI can handle a wide range of tasks currently done by humans in a fully autonomous way. On the other hand, Agentic AI could be misdirected and counterproductive, consuming vast resources with little return." In this report, Goldman outlines some of the likely use cases for Agentic AI across the enterprise and consumer sphere - and quantifies potential upside to business outcomes, along with the investment levels required. It concludes with its top trade recommendations for the sector.
Moving Past Concepts to Numbers: Goldman sees Agentic AI driving a dramatic increase in token consumption of 24X or 120 quadrillion tokens per month by 2030. The bank thinks enterprise agents will be the largest token multiplier, lifting token consumption 55X by 2040. Consumer agents will broaden usage away from episodic chats to utility beyond traditional search, driving 12X token consumption by 2030.