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Joey Brookhart

Analyst · Tokenomics Model co-lead

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Joey Brookhart co-leads the Tokenomics team at SemiAnalysis. Previously, Joey spent 8 years in the hedge fund business as a PM and Analyst covering hyperscalers and software. Joey graduated from Miami University with a Bachelors in Finance.

He co-leads the Tokenomics Model, which connects the hardware inputs of AI to the software outputs built on top of them.

Model coverage by Joey Brookhart

FinanceServing economics

Tokenomics Model

Unit economics engine for AI serving: bottoms-up token throughput, ROI on AI spend, and demand-side translation of revenue into future accelerator demand by hyperscaler, lab, and neocloud.

Unit economics Inference strategy Institutional

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